GA
Geller Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $486K | Buy |
4,701
+30
| +0.6% | +$3.1K | 0.03% | 138 |
|
|
2024
Q3 | $522K | Sell |
4,671
-1,832
| -28% | -$205K | 0.04% | 135 |
|
|
2024
Q2 | $581K | Sell |
6,503
-163
| -2% | -$14.6K | 0.04% | 121 |
|
|
2024
Q1 | $572K | Buy |
6,666
+66
| +1% | +$5.67K | 0.05% | 122 |
|
|
2023
Q4 | $545K | Sell |
6,600
-292
| -4% | -$24.1K | 0.05% | 115 |
|
|
2023
Q3 | $529K | Sell |
6,892
-844
| -11% | -$64.8K | 0.06% | 109 |
|
|
2023
Q2 | $540K | Buy |
7,736
+2,560
| +49% | +$179K | 0.07% | 104 |
|
|
2023
Q1 | $334K | Buy |
5,176
+566
| +12% | +$36.5K | 0.05% | 109 |
|
|
2022
Q4 | $332K | Buy |
4,610
+31
| +0.7% | +$2.23K | 0.06% | 85 |
|
|
2022
Q3 | $257K | Sell |
4,579
-184
| -4% | -$10.3K | 0.06% | 98 |
|
|
2022
Q2 | $264K | Sell |
4,763
-85
| -2% | -$4.71K | 0.06% | 101 |
|
|
2022
Q1 | $312K | Buy |
4,848
+315
| +7% | +$20.3K | 0.06% | 105 |
|
|
2021
Q4 | $265K | Buy |
4,533
+54
| +1% | +$3.16K | 0.05% | 128 |
|
|
2021
Q3 | $233K | Buy |
4,479
+637
| +17% | +$33.1K | 0.05% | 129 |
|
|
2021
Q2 | $206K | Buy |
+3,842
| New | +$206K | 0.04% | 132 |
|