EWM
Evercore Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
26,606
-10,875
| -29% | -$1.15M | 0.04% | 134 |
|
|
2025
Q1 | $4.17M | Sell |
37,481
-1,693
| -4% | -$188K | 0.07% | 104 |
|
|
2024
Q4 | $4.05M | Hold |
39,174
| – | – | 0.06% | 116 |
|
|
2024
Q3 | $4.38M | Sell |
39,174
-975
| -2% | -$109K | 0.07% | 104 |
|
|
2024
Q2 | $3.59M | Hold |
40,149
| – | – | 0.06% | 116 |
|
|
2024
Q1 | $3.45M | Sell |
40,149
-680
| -2% | -$58.4K | 0.05% | 122 |
|
|
2023
Q4 | $3.37M | Sell |
40,829
-2,786
| -6% | -$230K | 0.06% | 119 |
|
|
2023
Q3 | $3.35M | Sell |
43,615
-1,957
| -4% | -$150K | 0.06% | 114 |
|
|
2023
Q2 | $3.18M | Buy |
45,572
+556
| +1% | +$38.8K | 0.06% | 118 |
|
|
2023
Q1 | $2.9M | Sell |
45,016
-150
| -0.3% | -$9.68K | 0.06% | 126 |
|
|
2022
Q4 | $3.25M | Sell |
45,166
-40
| -0.1% | -$2.88K | 0.07% | 118 |
|
|
2022
Q3 | $2.54M | Hold |
45,206
| – | – | 0.06% | 127 |
|
|
2022
Q2 | $2.5M | Sell |
45,206
-1,642
| -4% | -$90.8K | 0.05% | 132 |
|
|
2022
Q1 | $3.02M | Sell |
46,848
-354
| -0.7% | -$22.8K | 0.05% | 130 |
|
|
2021
Q4 | $2.76M | Sell |
47,202
-2,875
| -6% | -$168K | 0.04% | 143 |
|
|
2021
Q3 | $2.61M | Hold |
50,077
| – | – | 0.05% | 150 |
|
|
2021
Q2 | $2.69M | Buy |
50,077
+3,404
| +7% | +$183K | 0.05% | 150 |
|
|
2021
Q1 | $2.39M | Sell |
46,673
-3,527
| -7% | -$181K | 0.05% | 154 |
|
|
2020
Q4 | $2.23M | Sell |
50,200
-603
| -1% | -$26.8K | 0.05% | 146 |
|
|
2020
Q3 | $1.85M | Buy |
50,803
+8
| +0% | +$291 | 0.05% | 151 |
|
|
2020
Q2 | $1.83M | Sell |
50,795
-4,460
| -8% | -$161K | 0.05% | 150 |
|
|
2020
Q1 | $1.89M | Sell |
55,255
-3,387
| -6% | -$116K | 0.06% | 133 |
|
|
2019
Q4 | $3.1M | Buy |
58,642
+1,846
| +3% | +$97.6K | 0.08% | 121 |
|
|
2019
Q3 | $2.97M | Sell |
56,796
-687
| -1% | -$35.9K | 0.09% | 125 |
|
|
2019
Q2 | $3.15M | Sell |
57,483
-4,841
| -8% | -$265K | 0.1% | 119 |
|
|
2019
Q1 | $3.12M | Buy |
62,324
+1,175
| +2% | +$58.7K | 0.1% | 111 |
|
|
2018
Q4 | $2.79M | Sell |
61,149
-375
| -0.6% | -$17.1K | 0.11% | 107 |
|
|
2018
Q3 | $2.9M | Sell |
61,524
-1,712
| -3% | -$80.6K | 0.09% | 119 |
|
|
2018
Q2 | $2.72M | Buy |
63,236
+332
| +0.5% | +$14.3K | 0.09% | 116 |
|
|
2018
Q1 | $2.75M | Buy |
62,904
+29,502
| +88% | +$1.29M | 0.11% | 109 |
|
|
2017
Q4 | $2.93M | Sell |
33,402
-308
| -0.9% | -$27K | 0.11% | 108 |
|
|
2017
Q3 | $2.74M | Hold |
33,710
| – | – | 0.11% | 111 |
|
|
2017
Q2 | $2.62M | Sell |
33,710
-1,300
| -4% | -$101K | 0.1% | 117 |
|
|
2017
Q1 | $2.54M | Sell |
35,010
-5,943
| -15% | -$430K | 0.1% | 117 |
|
|
2016
Q4 | $2.85M | Sell |
40,953
-118
| -0.3% | -$8.21K | 0.12% | 110 |
|
|
2016
Q3 | $2.95M | Sell |
41,071
-271
| -0.7% | -$19.5K | 0.12% | 112 |
|
|
2016
Q2 | $2.98M | Sell |
41,342
-876
| -2% | -$63.2K | 0.13% | 107 |
|
|
2016
Q1 | $2.67M | Sell |
42,218
-5,108
| -11% | -$323K | 0.12% | 110 |
|
|
2015
Q4 | $2.84M | Sell |
47,326
-1,400
| -3% | -$83.9K | 0.13% | 111 |
|
|
2015
Q3 | $2.83M | Buy |
48,726
+362
| +0.7% | +$21K | 0.14% | 110 |
|
|
2015
Q2 | $3.01M | Sell |
48,364
-746
| -2% | -$46.4K | 0.14% | 115 |
|
|
2015
Q1 | $3.14M | Sell |
49,110
-8,507
| -15% | -$544K | 0.14% | 112 |
|
|
2014
Q4 | $3.52M | Sell |
57,617
-6,570
| -10% | -$401K | 0.18% | 102 |
|
|
2014
Q3 | $3.74M | Buy |
64,187
+1,011
| +2% | +$58.9K | 0.19% | 107 |
|
|
2014
Q2 | $3.93M | Sell |
63,176
-8,375
| -12% | -$521K | 0.2% | 102 |
|
|
2014
Q1 | $4.51M | Sell |
71,551
-56,724
| -44% | -$3.57M | 0.25% | 91 |
|
|
2013
Q4 | $8.57M | Buy |
128,275
+839
| +0.7% | +$56K | 0.47% | 67 |
|
|
2013
Q3 | $7.9M | Sell |
127,436
-4,797
| -4% | -$297K | 0.45% | 70 |
|
|
2013
Q2 | $7.69M | Buy |
+132,233
| New | +$7.69M | 0.44% | 70 |
|