Badgley Phelps Wealth Managers’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
3,807
-4
| -0.1% | -$422 | 0.01% | 232 |
|
|
2025
Q1 | $424K | Sell |
3,811
-26
| -0.7% | -$2.89K | 0.01% | 224 |
|
|
2024
Q4 | $397K | Hold |
3,837
| – | – | 0.01% | 231 |
|
|
2024
Q3 | $429K | Hold |
3,837
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $343K | Buy |
+3,837
| New | +$343K | 0.01% | 214 |
|
|
2024
Q1 | – | Sell |
-3,872
| Closed | -$319K | – | 267 |
|
|
2023
Q4 | $319K | Buy |
3,872
+295
| +8% | +$24.3K | 0.01% | 213 |
|
|
2023
Q3 | $275K | Buy |
3,577
+105
| +3% | +$8.06K | 0.01% | 202 |
|
|
2023
Q2 | $242K | Hold |
3,472
| – | – | 0.01% | 220 |
|
|
2023
Q1 | $224K | Hold |
3,472
| – | – | 0.01% | 195 |
|
|
2022
Q4 | $250K | Buy |
+3,472
| New | +$250K | 0.01% | 190 |
|
|
2022
Q2 | – | Sell |
-3,372
| Closed | -$217K | – | 204 |
|
|
2022
Q1 | $217K | Buy |
+3,372
| New | +$217K | 0.01% | 204 |
|