FWM
ForthRight Wealth Management’s Aflac AFL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $767K | Buy |
7,273
+10
| +0.1% | +$1.06K | 0.24% | 36 |
|
2025
Q1 | $808K | Hold |
7,263
| – | – | 0.27% | 32 |
|
2024
Q4 | $751K | Sell |
7,263
-459
| -6% | -$47.5K | 0.25% | 37 |
|
2024
Q3 | $863K | Sell |
7,722
-914
| -11% | -$102K | 0.29% | 34 |
|
2024
Q2 | $771K | Buy |
8,636
+1,328
| +18% | +$119K | 0.28% | 35 |
|
2024
Q1 | $627K | Hold |
7,308
| – | – | 0.23% | 40 |
|
2023
Q4 | $603K | Hold |
7,308
| – | – | 0.23% | 38 |
|
2023
Q3 | $561K | Buy |
+7,308
| New | +$561K | 0.24% | 37 |
|