DWM
Destination Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5M | Sell |
232,208
-4,130
| -2% | -$436K | 0.72% | 51 |
|
|
2025
Q1 | $26.3M | Sell |
236,338
-2,985
| -1% | -$332K | 0.83% | 40 |
|
|
2024
Q4 | $24.8M | Sell |
239,323
-6,630
| -3% | -$686K | 0.77% | 46 |
|
|
2024
Q3 | $27.5M | Sell |
245,953
-6,571
| -3% | -$735K | 0.85% | 41 |
|
|
2024
Q2 | $22.6M | Sell |
252,524
-6,189
| -2% | -$553K | 0.75% | 51 |
|
|
2024
Q1 | $22.2M | Sell |
258,713
-2,946
| -1% | -$253K | 0.74% | 53 |
|
|
2023
Q4 | $21.6M | Sell |
261,659
-6,972
| -3% | -$575K | 0.75% | 51 |
|
|
2023
Q3 | $20.6M | Sell |
268,631
-11,161
| -4% | -$857K | 0.8% | 43 |
|
|
2023
Q2 | $19.5M | Sell |
279,792
-5,675
| -2% | -$396K | 0.73% | 52 |
|
|
2023
Q1 | $18.4M | Sell |
285,467
-11,562
| -4% | -$746K | 0.7% | 53 |
|
|
2022
Q4 | $21.4M | Sell |
297,029
-16,757
| -5% | -$1.21M | 0.85% | 40 |
|
|
2022
Q3 | $17.6M | Sell |
313,786
-8,396
| -3% | -$472K | 0.74% | 45 |
|
|
2022
Q2 | $17.8M | Sell |
322,182
-6,333
| -2% | -$350K | 0.72% | 47 |
|
|
2022
Q1 | $21.2M | Sell |
328,515
-7,807
| -2% | -$503K | 0.78% | 46 |
|
|
2021
Q4 | $19.6M | Buy |
336,322
+2,082
| +0.6% | +$122K | 0.7% | 52 |
|
|
2021
Q3 | $17.4M | Buy |
334,240
+4,104
| +1% | +$214K | 0.68% | 56 |
|
|
2021
Q2 | $17.7M | Buy |
330,136
+1,831
| +0.6% | +$98.3K | 0.68% | 57 |
|
|
2021
Q1 | $16.8M | Buy |
328,305
+17,576
| +6% | +$900K | 0.69% | 56 |
|
|
2020
Q4 | $13.8M | Buy |
310,729
+1,405
| +0.5% | +$62.5K | 0.6% | 55 |
|
|
2020
Q3 | $11.2M | Buy |
309,324
+32,531
| +12% | +$1.18M | 0.57% | 52 |
|
|
2020
Q2 | $9.97M | Sell |
276,793
-240,162
| -46% | -$8.65M | 0.54% | 55 |
|
|
2020
Q1 | $17.7M | Buy |
516,955
+491
| +0.1% | +$16.8K | 1.09% | 31 |
|
|
2019
Q4 | $27.3M | Sell |
516,464
-935
| -0.2% | -$49.5K | 1.39% | 25 |
|
|
2019
Q3 | $27.1M | Buy |
517,399
+8,715
| +2% | +$456K | 1.47% | 25 |
|
|
2019
Q2 | $27.9M | Sell |
508,684
-15,302
| -3% | -$839K | 1.54% | 24 |
|
|
2019
Q1 | $26.2M | Sell |
523,986
-9,421
| -2% | -$471K | 1.47% | 27 |
|
|
2018
Q4 | $24.3M | Buy |
533,407
+3,419
| +0.6% | +$156K | 1.46% | 24 |
|
|
2018
Q3 | $24.9M | Buy |
529,988
+24,571
| +5% | +$1.16M | 1.39% | 29 |
|
|
2018
Q2 | $21.7M | Sell |
505,417
-14,629
| -3% | -$629K | 1.31% | 29 |
|
|
2018
Q1 | $22.8M | Buy |
520,046
+252,902
| +95% | +$11.1M | 1.38% | 27 |
|
|
2017
Q4 | $23.5M | Sell |
267,144
-1,860
| -0.7% | -$163K | 1.42% | 26 |
|
|
2017
Q3 | $21.9M | Sell |
269,004
-7,298
| -3% | -$594K | 1.4% | 25 |
|
|
2017
Q2 | $21.5M | Buy |
276,302
+4,738
| +2% | +$368K | 1.43% | 23 |
|
|
2017
Q1 | $19.7M | Buy |
271,564
+8,274
| +3% | +$599K | 1.35% | 26 |
|
|
2016
Q4 | $18.3M | Buy |
263,290
+3,511
| +1% | +$244K | 1.35% | 26 |
|
|
2016
Q3 | $18.7M | Buy |
259,779
+4,773
| +2% | +$343K | 1.44% | 21 |
|
|
2016
Q2 | $18.4M | Sell |
255,006
-28,933
| -10% | -$2.09M | 1.52% | 19 |
|
|
2016
Q1 | $17M | Hold |
283,939
| – | – | 1.63% | 21 |
|
|
2015
Q4 | $17M | Buy |
283,939
+5,260
| +2% | +$315K | 1.63% | 21 |
|
|
2015
Q3 | $16.2M | Sell |
278,679
-40,264
| -13% | -$2.34M | 1.8% | 21 |
|
|
2015
Q2 | $19.8M | Buy |
318,943
+47,499
| +17% | +$2.95M | 1.31% | 29 |
|
|
2015
Q1 | $17.4M | Sell |
271,444
-2,493
| -0.9% | -$160K | 1.88% | 20 |
|
|
2014
Q4 | $16.7M | Buy |
273,937
+1,658
| +0.6% | +$101K | 1.69% | 26 |
|
|
2014
Q3 | $15.9M | Sell |
272,279
-4,291
| -2% | -$250K | 1.66% | 29 |
|
|
2014
Q2 | $17.2M | Buy |
276,570
+1,254
| +0.5% | +$78.1K | 1.78% | 25 |
|
|
2014
Q1 | $17.4M | Buy |
275,316
+695
| +0.3% | +$43.8K | 1.86% | 24 |
|
|
2013
Q4 | $18.3M | Sell |
274,621
-6,884
| -2% | -$460K | 1.92% | 20 |
|
|
2013
Q3 | $17.5M | Sell |
281,505
-1,247
| -0.4% | -$77.3K | 2.02% | 19 |
|
|
2013
Q2 | $16.4M | Buy |
+282,752
| New | +$16.4M | 2.01% | 18 |
|