Executive Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $366K | Buy |
3,535
+15
| +0.4% | +$1.55K | 0.03% | 194 |
|
|
2024
Q3 | $394K | Buy |
+3,520
| New | +$394K | 0.03% | 193 |
|
|
2024
Q2 | – | Sell |
-3,476
| Closed | -$296K | – | 122 |
|
|
2024
Q1 | $296K | Buy |
3,476
+22
| +0.6% | +$1.87K | 0.03% | 197 |
|
|
2023
Q4 | $285K | Buy |
3,454
+58
| +2% | +$4.79K | 0.03% | 178 |
|
|
2023
Q3 | $261K | Buy |
3,396
+2
| +0.1% | +$154 | 0.03% | 170 |
|
|
2023
Q2 | $237K | Buy |
3,394
+2
| +0.1% | +$140 | 0.02% | 181 |
|
|
2023
Q1 | $219K | Buy |
3,392
+3
| +0.1% | +$194 | 0.02% | 184 |
|
|
2022
Q4 | $244K | Buy |
+3,389
| New | +$244K | 0.03% | 167 |
|
|
2022
Q2 | – | Sell |
-3,382
| Closed | -$217K | – | 183 |
|
|
2022
Q1 | $217K | Buy |
+3,382
| New | +$217K | 0.02% | 178 |
|
|
2019
Q3 | – | Sell |
-3,886
| Closed | -$213K | – | 146 |
|
|
2019
Q2 | $213K | Sell |
3,886
-603
| -13% | -$33.1K | 0.03% | 155 |
|
|
2019
Q1 | $224K | Sell |
4,489
-1,406
| -24% | -$70.2K | 0.04% | 139 |
|
|
2018
Q4 | $269K | Buy |
+5,895
| New | +$269K | 0.05% | 129 |
|