AWM
Affinity Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
3,141
+38
| +1% | +$4.01K | 0.05% | 73 |
|
|
2025
Q1 | $345K | Buy |
3,103
+60
| +2% | +$6.67K | 0.06% | 67 |
|
|
2024
Q4 | $315K | Sell |
3,043
-8
| -0.3% | -$828 | 0.06% | 73 |
|
|
2024
Q3 | $341K | Buy |
3,051
+39
| +1% | +$4.36K | 0.06% | 76 |
|
|
2024
Q2 | $269K | Buy |
3,012
+227
| +8% | +$20.3K | 0.05% | 87 |
|
|
2024
Q1 | $239K | Buy |
2,785
+36
| +1% | +$3.09K | 0.04% | 91 |
|
|
2023
Q4 | $227K | Hold |
2,749
| – | – | 0.05% | 91 |
|
|
2023
Q3 | $211K | Buy |
+2,749
| New | +$211K | 0.05% | 95 |
|