Baldwin Wealth Partners’s Aflac AFL Stock Holding History

Baldwin Wealth Partners’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-583	Closed	-$65.2K	–	250
2024 Q3	$65.2K	Buy	583 +3	+0.5%	+$335	﹤0.01%	494
2024 Q2	$51.8K	Hold	580	–	–	﹤0.01%	345
2024 Q1	$49.8K	Hold	580	–	–	﹤0.01%	371
2023 Q4	$47.9K	Hold	580	–	–	﹤0.01%	383
2023 Q3	$44.5K	Hold	580	–	–	﹤0.01%	412
2023 Q2	$40.5K	Sell	580 -80	-12%	-$5.58K	﹤0.01%	438
2023 Q1	$42.6K	Hold	660	–	–	﹤0.01%	435
2022 Q4	$47.5K	Hold	660	–	–	﹤0.01%	420
2022 Q3	$37K	Hold	660	–	–	0.01%	364
2022 Q2	$37K	Hold	660	–	–	﹤0.01%	389
2022 Q1	$42K	Hold	660	–	–	﹤0.01%	393
2021 Q4	$39K	Hold	660	–	–	﹤0.01%	380
2021 Q3	$34K	Hold	660	–	–	﹤0.01%	390
2021 Q2	$35K	Hold	660	–	–	﹤0.01%	396
2021 Q1	$34K	Hold	660	–	–	﹤0.01%	384
2020 Q4	$29K	Hold	660	–	–	﹤0.01%	370
2020 Q3	$24K	Hold	660	–	–	﹤0.01%	366
2020 Q2	$24K	Hold	660	–	–	﹤0.01%	367
2020 Q1	$23K	Sell	660 -200	-23%	-$6.97K	﹤0.01%	363
2019 Q4	$45K	Sell	860 -150	-15%	-$7.85K	0.01%	329
2019 Q3	$53K	Hold	1,010	–	–	0.01%	296
2019 Q2	$55K	Hold	1,010	–	–	0.01%	294
2019 Q1	$51K	Buy	1,010 +350	+53%	+$17.7K	0.01%	296
2018 Q4	$30K	Hold	660	–	–	0.01%	335
2018 Q3	$31K	Hold	660	–	–	﹤0.01%	357
2018 Q2	$28K	Hold	660	–	–	﹤0.01%	364
2018 Q1	$29K	Buy	+660	New	+$29K	﹤0.01%	348
2017 Q4	–	Sell	-80	Closed	-$3K	–	472
2017 Q3	$3K	Buy	+80	New	+$3K	﹤0.01%	450
2016 Q3	–	Sell	-3,462	Closed	-$125K	–	531
2016 Q2	$125K	Sell	3,462 -17,188	-83%	-$621K	0.03%	193
2016 Q1	$652K	Buy	+20,650	New	+$652K	0.12%	129
2014 Q2	–	Sell	-47,696	Closed	-$1.5M	–	246
2014 Q1	$1.5M	Buy	47,696 +15,000	+46%	+$473K	0.24%	84
2013 Q4	$1.09M	Buy	32,696 +14,380	+79%	+$480K	0.18%	120
2013 Q3	$568K	Buy	18,316 +2,650	+17%	+$82.2K	0.1%	153
2013 Q2	$455K	Buy	+15,666	New	+$455K	0.09%	152