DWM
Darwin Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7K | Buy |
309
+3
| +1% | +$317 | 0.01% | 234 |
|
|
2025
Q1 | $31.7K | Hold |
306
| – | – | 0.01% | 261 |
|
|
2024
Q4 | $31.7K | Buy |
306
+1
| +0.3% | +$104 | 0.01% | 261 |
|
|
2024
Q3 | $34.1K | Buy |
+305
| New | +$34.1K | 0.01% | 259 |
|
|
2020
Q2 | – | Sell |
-2,482
| Closed | -$84K | – | 175 |
|
|
2020
Q1 | $84K | Sell |
2,482
-52,936
| -96% | -$1.79M | 0.03% | 189 |
|
|
2019
Q4 | $2.93M | Buy |
55,418
+1,322
| +2% | +$69.9K | 0.78% | 48 |
|
|
2019
Q3 | $2.83M | Buy |
54,096
+1,886
| +4% | +$98.7K | 0.84% | 46 |
|
|
2019
Q2 | $2.86M | Buy |
52,210
+607
| +1% | +$33.3K | 0.89% | 40 |
|
|
2019
Q1 | $2.58M | Buy |
+51,603
| New | +$2.58M | 0.85% | 42 |
|
|
2018
Q1 | – | Sell |
-25,583
| Closed | -$2.25M | – | 124 |
|
|
2017
Q4 | $2.25M | Buy |
+25,583
| New | +$2.25M | 0.96% | 35 |
|
|
2017
Q3 | – | Sell |
-24,636
| Closed | -$1.91M | – | 101 |
|
|
2017
Q2 | $1.91M | Sell |
24,636
-1,906
| -7% | -$148K | 1.06% | 35 |
|
|
2017
Q1 | $1.92M | Buy |
26,542
+2,093
| +9% | +$152K | 1.12% | 36 |
|
|
2016
Q4 | $1.7M | Sell |
24,449
-12,925
| -35% | -$900K | 1.14% | 38 |
|
|
2016
Q3 | $2.69M | Buy |
37,374
+6,812
| +22% | +$490K | 2.08% | 17 |
|
|
2016
Q2 | $2.21M | Buy |
+30,562
| New | +$2.21M | 1.88% | 19 |
|