Evercore Wealth Management’s Aflac AFL Stock Holding History

Evercore Wealth Management’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.81M	Sell
2025 Q1	$4.17M	Sell
2024 Q4	$4.05M	Hold
2024 Q3	$4.38M	Sell
2024 Q2	$3.59M	Hold
2024 Q1	$3.45M	Sell
2023 Q4	$3.37M	Sell
2023 Q3	$3.35M	Sell
2023 Q2	$3.18M	Buy
2023 Q1	$2.9M	Sell
2022 Q4	$3.25M	Sell
2022 Q3	$2.54M	Hold
2022 Q2	$2.5M	Sell
2022 Q1	$3.02M	Sell
2021 Q4	$2.76M	Sell
2021 Q3	$2.61M	Hold
2021 Q2	$2.69M	Buy
2021 Q1	$2.39M	Sell
2020 Q4	$2.23M	Sell
2020 Q3	$1.85M	Buy
2020 Q2	$1.83M	Sell
2020 Q1	$1.89M	Sell
2019 Q4	$3.1M	Buy
2019 Q3	$2.97M	Sell
2019 Q2	$3.15M	Sell
2019 Q1	$3.12M	Buy
2018 Q4	$2.79M	Sell
2018 Q3	$2.9M	Sell
2018 Q2	$2.72M	Buy
2018 Q1	$2.75M	Sell
2017 Q4	$2.93M	Sell
2017 Q3	$2.74M	Hold
2017 Q2	$2.62M	Sell
2017 Q1	$2.54M	Sell
2016 Q4	$2.85M	Sell
2016 Q3	$2.95M	Sell
2016 Q2	$2.98M	Sell
2016 Q1	$2.67M	Sell
2015 Q4	$2.83M	Sell
2015 Q3	$2.83M	Buy
2015 Q2	$3.01M	Sell
2015 Q1	$3.14M	Sell
2014 Q4	$3.52M	Sell
2014 Q3	$3.74M	Buy
2014 Q2	$3.93M	Sell
2014 Q1	$4.51M	Sell
2013 Q4	$8.57M	Buy
2013 Q3	$7.9M	Sell
2013 Q2	$7.69M	Buy