CPWA
Cerro Pacific Wealth Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
9,809
-716
| -7% | -$75.5K | 0.29% | 67 |
|
|
2025
Q1 | $1.09M | Sell |
10,525
-31
| -0.3% | -$3.21K | 0.35% | 59 |
|
|
2024
Q4 | $1.18M | Sell |
10,556
-253
| -2% | -$28.3K | 0.39% | 59 |
|
|
2024
Q3 | $965K | Hold |
10,809
| – | – | 0.36% | 64 |
|
|
2024
Q2 | $965K | Buy |
+10,809
| New | +$965K | 0.37% | 65 |
|
|
2023
Q1 | $711K | Sell |
11,014
-102
| -0.9% | -$6.58K | 0.39% | 64 |
|
|
2022
Q4 | $800K | Sell |
11,116
-111
| -1% | -$7.99K | 0.42% | 63 |
|
|
2022
Q3 | $631K | Buy |
11,227
+489
| +5% | +$27.5K | 0.38% | 70 |
|
|
2022
Q2 | $594K | Sell |
10,738
-1,612
| -13% | -$89.2K | 0.37% | 72 |
|
|
2022
Q1 | $795K | Buy |
12,350
+174
| +1% | +$11.2K | 0.49% | 64 |
|
|
2021
Q4 | $711K | Sell |
12,176
-982
| -7% | -$57.3K | 0.45% | 70 |
|
|
2021
Q3 | $686K | Sell |
13,158
-4,695
| -26% | -$245K | 0.49% | 63 |
|
|
2021
Q2 | $958K | Buy |
+17,853
| New | +$958K | 0.71% | 41 |
|
|
2020
Q4 | $1.03M | Buy |
+23,242
| New | +$1.03M | 0.62% | 50 |
|