CWP
Cyndeo Wealth Partners’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
4,616
+491
| +12% | +$51.8K | 0.03% | 312 |
|
|
2025
Q1 | $459K | Sell |
4,125
-7
| -0.2% | -$778 | 0.03% | 312 |
|
|
2024
Q4 | $427K | Hold |
4,132
| – | – | 0.03% | 321 |
|
|
2024
Q3 | $462K | Buy |
4,132
+189
| +5% | +$21.1K | 0.03% | 308 |
|
|
2024
Q2 | $352K | Sell |
3,943
-25
| -0.6% | -$2.23K | 0.03% | 321 |
|
|
2024
Q1 | $341K | Buy |
3,968
+1,187
| +43% | +$102K | 0.03% | 311 |
|
|
2023
Q4 | $229K | Buy |
2,781
+21
| +0.8% | +$1.73K | 0.02% | 337 |
|
|
2023
Q3 | $212K | Buy |
+2,760
| New | +$212K | 0.02% | 317 |
|