Beese Fulmer Investment Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
4,809
+1,140
| +31% | +$120K | 0.04% | 176 |
|
|
2025
Q1 | $408K | Buy |
3,669
+147
| +4% | +$16.3K | 0.04% | 174 |
|
|
2024
Q4 | $364K | Hold |
3,522
| – | – | 0.03% | 177 |
|
|
2024
Q3 | $394K | Hold |
3,522
| – | – | 0.03% | 172 |
|
|
2024
Q2 | $315K | Hold |
3,522
| – | – | 0.03% | 184 |
|
|
2024
Q1 | $302K | Hold |
3,522
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $291K | Hold |
3,522
| – | – | 0.03% | 187 |
|
|
2023
Q3 | $270K | Hold |
3,522
| – | – | 0.03% | 185 |
|
|
2023
Q2 | $246K | Hold |
3,522
| – | – | 0.03% | 190 |
|
|
2023
Q1 | $227K | Sell |
3,522
-90
| -2% | -$5.81K | 0.03% | 201 |
|
|
2022
Q4 | $260K | Buy |
+3,612
| New | +$260K | 0.03% | 189 |
|
|
2020
Q3 | – | Sell |
-4,531
| Closed | -$163K | – | 202 |
|
|
2020
Q2 | $163K | Buy |
+4,531
| New | +$163K | 0.02% | 202 |
|
|
2020
Q1 | – | Sell |
-4,531
| Closed | -$240K | – | 182 |
|
|
2019
Q4 | $240K | Hold |
4,531
| – | – | 0.03% | 177 |
|
|
2019
Q3 | $237K | Sell |
4,531
-400
| -8% | -$20.9K | 0.04% | 180 |
|
|
2019
Q2 | $270K | Hold |
4,931
| – | – | 0.05% | 147 |
|
|
2019
Q1 | $247K | Hold |
4,931
| – | – | 0.05% | 147 |
|
|
2018
Q4 | $225K | Buy |
+4,931
| New | +$225K | 0.05% | 152 |
|
|
2018
Q2 | – | Sell |
-4,600
| Closed | -$201K | – | 197 |
|
|
2018
Q1 | $201K | Sell |
4,600
-858
| -16% | -$37.5K | 0.04% | 175 |
|
|
2017
Q4 | $240K | Hold |
5,458
| – | – | 0.05% | 162 |
|
|
2017
Q3 | $222K | Hold |
5,458
| – | – | 0.05% | 168 |
|
|
2017
Q2 | $212K | Buy |
+5,458
| New | +$212K | 0.05% | 165 |
|