Carson Wealth (CWM LLC)’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
28,616
-771
| -3% | -$81.3K | 0.01% | 780 |
|
|
2025
Q1 | $3.27M | Buy |
29,387
+1,692
| +6% | +$188K | 0.01% | 650 |
|
|
2024
Q4 | $2.87M | Buy |
27,695
+352
| +1% | +$36.4K | 0.01% | 651 |
|
|
2024
Q3 | $3.06M | Sell |
27,343
-566
| -2% | -$63.3K | 0.01% | 570 |
|
|
2024
Q2 | $2.49M | Buy |
27,909
+288
| +1% | +$25.7K | 0.01% | 581 |
|
|
2024
Q1 | $2.37M | Sell |
27,621
-301
| -1% | -$25.8K | 0.01% | 578 |
|
|
2023
Q4 | $2.3M | Buy |
27,922
+1,983
| +8% | +$164K | 0.01% | 549 |
|
|
2023
Q3 | $1.99M | Buy |
25,939
+1,601
| +7% | +$123K | 0.01% | 546 |
|
|
2023
Q2 | $1.7M | Buy |
24,338
+2,203
| +10% | +$154K | 0.01% | 555 |
|
|
2023
Q1 | $1.43M | Sell |
22,135
-50,808
| -70% | -$3.28M | 0.01% | 554 |
|
|
2022
Q4 | $5.25M | Buy |
72,943
+2,300
| +3% | +$165K | 0.04% | 298 |
|
|
2022
Q3 | $3.97M | Buy |
70,643
+1,648
| +2% | +$92.6K | 0.03% | 317 |
|
|
2022
Q2 | $3.82M | Buy |
68,995
+5,387
| +8% | +$298K | 0.03% | 328 |
|
|
2022
Q1 | $4.1M | Buy |
63,608
+1,916
| +3% | +$123K | 0.03% | 322 |
|
|
2021
Q4 | $3.6M | Buy |
+61,692
| New | +$3.6M | 0.03% | 338 |
|
|
2021
Q2 | $3.33M | Hold |
62,108
| – | – | 0.03% | 335 |
|
|
2021
Q1 | $3.33M | Hold |
62,108
| – | – | 0.03% | 335 |
|
|
2020
Q4 | $3.33M | Hold |
62,108
| – | – | 0.03% | 335 |
|
|
2020
Q3 | $3.33M | Hold |
62,108
| – | – | 0.03% | 335 |
|
|
2020
Q2 | $3.33M | Hold |
62,108
| – | – | 0.03% | 335 |
|
|
2020
Q1 | $3.33M | Hold |
62,108
| – | – | 0.03% | 335 |
|
|
2019
Q4 | $3.33M | Hold |
62,108
| – | – | 0.03% | 335 |
|
|
2019
Q3 | $3.33M | Hold |
62,108
| – | – | 0.03% | 335 |
|
|
2019
Q2 | $3.33M | Hold |
62,108
| – | – | 0.03% | 335 |
|
|
2019
Q1 | $3.33M | Buy |
62,108
+58,014
| +1,417% | +$3.11M | 0.03% | 335 |
|
|
2018
Q4 | $187K | Buy |
4,094
+692
| +20% | +$31.6K | ﹤0.01% | 611 |
|
|
2018
Q3 | $160K | Buy |
3,402
+568
| +20% | +$26.7K | ﹤0.01% | 549 |
|
|
2018
Q2 | $122K | Buy |
2,834
+44
| +2% | +$1.89K | ﹤0.01% | 491 |
|
|
2018
Q1 | $122K | Hold |
2,790
| – | – | ﹤0.01% | 421 |
|
|
2017
Q4 | $122K | Hold |
2,790
| – | – | 0.01% | 403 |
|
|
2017
Q3 | $114K | Sell |
2,790
-70
| -2% | -$2.86K | 0.01% | 399 |
|
|
2017
Q2 | $111K | Buy |
2,860
+60
| +2% | +$2.33K | 0.01% | 374 |
|
|
2017
Q1 | $101K | Buy |
2,800
+200
| +8% | +$7.21K | 0.01% | 363 |
|
|
2016
Q4 | $90K | Buy |
2,600
+2,074
| +394% | +$71.8K | 0.01% | 364 |
|
|
2016
Q3 | $19K | Hold |
526
| – | – | ﹤0.01% | 552 |
|
|
2016
Q2 | $19K | Hold |
526
| – | – | ﹤0.01% | 474 |
|
|
2016
Q1 | $17K | Buy |
526
+400
| +317% | +$12.9K | ﹤0.01% | 459 |
|
|
2015
Q4 | $4K | Hold |
126
| – | – | ﹤0.01% | 537 |
|
|
2015
Q3 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 512 |
|
|
2014
Q1 | – | Sell |
-9,000
| Closed | -$301K | – | 146 |
|
|
2013
Q4 | $301K | Buy |
9,000
+3,800
| +73% | +$127K | 0.05% | 149 |
|
|
2013
Q3 | $161K | Buy |
+5,200
| New | +$161K | 0.04% | 139 |
|