CWM
Cahaba Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
9,934
+1
| +0% | +$105 | 0.08% | 53 |
|
|
2025
Q1 | $1.1M | Buy |
9,933
+1
| +0% | +$111 | 0.09% | 49 |
|
|
2024
Q4 | $1.03M | Buy |
9,932
+1
| +0% | +$103 | 0.09% | 52 |
|
|
2024
Q3 | $1.11M | Sell |
9,931
-219
| -2% | -$24.5K | 0.09% | 48 |
|
|
2024
Q2 | $906K | Buy |
10,150
+36
| +0.4% | +$3.22K | 0.08% | 56 |
|
|
2024
Q1 | $868K | Buy |
10,114
+602
| +6% | +$51.7K | 0.08% | 59 |
|
|
2023
Q4 | $785K | Sell |
9,512
-190
| -2% | -$15.7K | 0.08% | 60 |
|
|
2023
Q3 | $745K | Sell |
9,702
-1,440
| -13% | -$111K | 0.08% | 62 |
|
|
2023
Q2 | $778K | Buy |
11,142
+47
| +0.4% | +$3.28K | 0.08% | 58 |
|
|
2023
Q1 | $716K | Buy |
11,095
+21
| +0.2% | +$1.36K | 0.08% | 62 |
|
|
2022
Q4 | $797K | Sell |
11,074
-144
| -1% | -$10.4K | 0.1% | 52 |
|
|
2022
Q3 | $630K | Sell |
11,218
-24,980
| -69% | -$1.4M | 0.09% | 59 |
|
|
2022
Q2 | $2M | Sell |
36,198
-2,424
| -6% | -$134K | 0.29% | 27 |
|
|
2022
Q1 | $2.21M | Buy |
38,622
+34,885
| +934% | +$2M | 0.3% | 27 |
|
|
2021
Q4 | $218K | Buy |
+3,737
| New | +$218K | 0.03% | 138 |
|