BerganKDV Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.13M | Sell |
16,186
-166
| -1% | -$11.1K | 0.11% | 125 |
|
|
2023
Q1 | $1.06M | Sell |
16,352
-365
| -2% | -$25K | 0.11% | 127 |
|
|
2022
Q4 | $1.2M | Sell |
16,717
-47,344
| -74% | -$3.17M | 0.13% | 113 |
|
|
2022
Q3 | $3.6M | Buy |
64,061
+4,358
| +7% | +$256K | 0.43% | 50 |
|
|
2022
Q2 | $3.3M | Sell |
59,703
-104
| -0.2% | -$6.14K | 0.38% | 59 |
|
|
2022
Q1 | $3.85M | Buy |
59,807
+3,759
| +7% | +$235K | 0.41% | 54 |
|
|
2021
Q4 | $3.27M | Sell |
56,048
-1,810
| -3% | -$101K | 0.34% | 60 |
|
|
2021
Q3 | $3.02M | Buy |
57,858
+1,480
| +3% | +$80.9K | 0.34% | 62 |
|
|
2021
Q2 | $3.02M | Buy |
56,378
+3,085
| +6% | +$168K | 0.36% | 59 |
|
|
2021
Q1 | $2.73M | Buy |
53,293
+2,479
| +5% | +$119K | 0.35% | 62 |
|
|
2020
Q4 | $2.26M | Buy |
50,814
+724
| +1% | +$29.6K | 0.32% | 68 |
|
|
2020
Q3 | $1.82M | Buy |
50,090
+3,797
| +8% | +$138K | 0.29% | 76 |
|
|
2020
Q2 | $1.67M | Buy |
46,293
+2,437
| +6% | +$88K | 0.29% | 77 |
|
|
2020
Q1 | $1.5M | Buy |
43,856
+9,140
| +26% | +$418K | 0.31% | 72 |
|
|
2019
Q4 | $1.84M | Buy |
34,716
+260
| +0.8% | +$13.8K | 0.33% | 67 |
|
|
2019
Q3 | $1.8M | Buy |
34,456
+2,485
| +8% | +$131K | 0.36% | 65 |
|
|
2019
Q2 | $1.75M | Buy |
31,971
+2,198
| +7% | +$113K | 0.35% | 62 |
|
|
2019
Q1 | $1.49M | Buy |
29,773
+2,995
| +11% | +$144K | 0.3% | 64 |
|
|
2018
Q4 | $1.22M | Buy |
26,778
+1,769
| +7% | +$78.6K | 0.29% | 70 |
|
|
2018
Q3 | $1.18M | Buy |
25,009
+248
| +1% | +$11.3K | 0.25% | 74 |
|
|
2018
Q2 | $1.06M | Buy |
24,761
+881
| +4% | +$39.6K | 0.24% | 75 |
|
|
2018
Q1 | $1.04M | Sell |
23,880
-210
| -0.9% | -$9.29K | 0.29% | 73 |
|
|
2017
Q4 | $1.06M | Buy |
24,090
+740
| +3% | +$31.6K | 0.25% | 78 |
|
|
2017
Q3 | $950K | Buy |
23,350
+374
| +2% | +$15.1K | 0.24% | 83 |
|
|
2017
Q2 | $892K | Buy |
22,976
+348
| +2% | +$13.1K | 0.25% | 78 |
|
|
2017
Q1 | $819K | Buy |
22,628
+1,242
| +6% | +$44K | 0.24% | 82 |
|
|
2016
Q4 | $744K | Sell |
21,386
-1,184
| -5% | -$41.7K | 0.25% | 83 |
|
|
2016
Q3 | $811K | Buy |
22,570
+112
| +0.5% | +$4.08K | 0.28% | 65 |
|
|
2016
Q2 | $810K | Sell |
22,458
-3,336
| -13% | -$114K | 0.35% | 64 |
|
|
2016
Q1 | $814K | Buy |
+25,794
| New | +$766K | 0.49% | 61 |
|
Other funds holding AFL
JPH
