CWM
Collaborative Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
5,342
-292
| -5% | -$30.8K | 0.25% | 84 |
|
|
2025
Q1 | $626K | Sell |
5,634
-311
| -5% | -$34.6K | 0.29% | 76 |
|
|
2024
Q4 | $615K | Hold |
5,945
| – | – | 0.28% | 76 |
|
|
2024
Q3 | $665K | Buy |
5,945
+7
| +0.1% | +$783 | 0.3% | 74 |
|
|
2024
Q2 | $530K | Sell |
5,938
-10
| -0.2% | -$893 | 0.26% | 86 |
|
|
2024
Q1 | $511K | Hold |
5,948
| – | – | 0.26% | 88 |
|
|
2023
Q4 | $491K | Sell |
5,948
-9
| -0.2% | -$743 | 0.27% | 81 |
|
|
2023
Q3 | $457K | Buy |
5,957
+8
| +0.1% | +$614 | 0.27% | 85 |
|
|
2023
Q2 | $415K | Buy |
5,949
+9
| +0.2% | +$628 | 0.25% | 93 |
|
|
2023
Q1 | $383K | Buy |
5,940
+8
| +0.1% | +$516 | 0.24% | 104 |
|
|
2022
Q4 | $427K | Buy |
5,932
+46
| +0.8% | +$3.31K | 0.28% | 95 |
|
|
2022
Q3 | $331K | Sell |
5,886
-20
| -0.3% | -$1.13K | 0.23% | 112 |
|
|
2022
Q2 | $327K | Buy |
+5,906
| New | +$327K | 0.21% | 127 |
|
|
2021
Q4 | $343K | Buy |
+5,877
| New | +$343K | 0.19% | 150 |
|
|
2021
Q1 | $380K | Buy |
+5,906
| New | +$380K | 0.22% | 134 |
|