Executive Wealth Management’s Aflac AFL Stock Holding History

Executive 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
2024 Q4	$366K	Buy	3,535 +15	+0.4%	+$1.64K	0.03%	194
2024 Q3	$394K	Buy	+3,520	New	+$358K	0.03%	193
2024 Q2	–	Sell	-3,476	Closed	-$296K	–	122
2024 Q1	$296K	Buy	3,476 +22	+0.6%	+$1.8K	0.03%	197
2023 Q4	$285K	Buy	3,454 +58	+2%	+$4.67K	0.03%	178
2023 Q3	$261K	Buy	3,396 +2	+0.1%	+$148	0.03%	170
2023 Q2	$237K	Buy	3,394 +2	+0.1%	+$134	0.02%	181
2023 Q1	$219K	Buy	3,392 +3	+0.1%	+$205	0.02%	184
2022 Q4	$244K	Buy	+3,389	New	+$227K	0.03%	167
2022 Q2	–	Sell	-3,382	Closed	-$217K	–	183
2022 Q1	$217K	Buy	+3,382	New	+$212K	0.02%	178
2019 Q3	–	Sell	-3,886	Closed	-$213K	–	147
2019 Q2	$213K	Sell	3,886 -603	-13%	-$31.1K	0.03%	155
2019 Q1	$224K	Sell	4,489 -1,406	-24%	-$67.8K	0.04%	139
2018 Q4	$269K	Buy	+5,895	New	+$262K	0.05%	129

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Executive Wealth Management's AFL Position: Q4 2024 in Review

Executive Wealth Management increased its Aflac (AFL) stake by 0.43% in Q4 2024, buying an estimated $1.64K and bringing the position to 3,535 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #194.

Executive Wealth Management first reported a position in AFL in Q4 2018 and has held it in 12 quarters since. The position peaked at $394K in Q3 2024. 1,577 funds tracked by Wall St. Rank hold AFL as of Q4 2024.

Executive Wealth Management held 3,535 shares of Aflac worth $366K as of Q4 2024.
Executive Wealth Management bought 15 Aflac shares in Q4 2024, an estimated $1.64K.
Aflac made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #194 holding.
Executive Wealth Management first reported a position in Aflac in Q4 2018 and has held it in 12 quarters since.
Executive Wealth Management's Aflac position peaked at $394K in Q3 2024.
1,577 funds tracked by Wall St. Rank held Aflac as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.