CWM
Congress Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
159,722
+80,770
| +102% | +$8.52M | 0.16% | 154 |
|
|
2025
Q1 | $8.78M | Sell |
78,952
-1,203
| -2% | -$134K | 0.11% | 231 |
|
|
2024
Q4 | $8.29M | Sell |
80,155
-87,817
| -52% | -$9.08M | 0.11% | 221 |
|
|
2024
Q3 | $18.8M | Buy |
167,972
+56,156
| +50% | +$6.28M | 0.25% | 106 |
|
|
2024
Q2 | $9.99M | Buy |
+111,816
| New | +$9.99M | 0.16% | 175 |
|
|
2024
Q1 | – | Sell |
-3,040
| Closed | -$251K | – | 581 |
|
|
2023
Q4 | $251K | Buy |
3,040
+360
| +13% | +$29.7K | ﹤0.01% | 559 |
|
|
2023
Q3 | $206K | Buy |
+2,680
| New | +$206K | ﹤0.01% | 579 |
|
|
2023
Q1 | – | Sell |
-2,852
| Closed | -$205K | – | 556 |
|
|
2022
Q4 | $205K | Buy |
+2,852
| New | +$205K | 0.01% | 538 |
|