D. SCOTT NEAL, INC. UNM Holdings History
D. SCOTT NEAL, INC.'s Unum Group Holding Summary
As of 2025-06-30, D. SCOTT NEAL, INC. held 264,589.00 shares of Unum Group(UNM), totaling $21.37 Mil. This investment constitutes 10.65% of their stock portfolio, and D. SCOTT NEAL, INC. now holds 0.15% of the outstanding Unum Group(UNM) stock.
The initial trade took place in 2024Q1. And since then D. SCOTT NEAL, INC. has made 2 purchases of UNM, at an average price of $49.45, for a total of 292,952.00 shares. In addition, there have been 4 sales at an average price of $72.88 for 28,363.00 shares. Based on historical transaction data and UNM's current price of $81.40, D. SCOTT NEAL, INC.'s estimated gain on his UNM holdings is $9.12 Mil, reflecting a 62.94% gain to date.
D. SCOTT NEAL, INC. UNM ($81.40) Holding Chart
D. SCOTT NEAL, INC. UNM ($81.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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