Glassman Wealth Services’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,022
| Closed | -$84.3K | – | 247 |
|
|
2023
Q4 | $84.3K | Sell |
1,022
-3
| -0.3% | -$242 | 0.01% | 325 |
|
|
2023
Q3 | $78.7K | Sell |
1,025
-13
| -1% | -$965 | 0.01% | 319 |
|
|
2023
Q2 | $72.5K | Buy |
1,038
+41
| +4% | +$2.74K | 0.01% | 325 |
|
|
2023
Q1 | $64.3K | Buy |
997
+20
| +2% | +$1.37K | 0.01% | 349 |
|
|
2022
Q4 | $70.3K | Buy |
977
+37
| +4% | +$2.48K | 0.01% | 335 |
|
|
2022
Q3 | $53K | Buy |
940
+69
| +8% | +$4.06K | 0.01% | 372 |
|
|
2022
Q2 | $48K | Sell |
871
-311
| -26% | -$18.4K | 0.01% | 404 |
|
|
2022
Q1 | $76K | Buy |
1,182
+519
| +78% | +$32.5K | 0.01% | 306 |
|
|
2021
Q4 | $39K | Buy |
663
+88
| +15% | +$4.93K | 0.01% | 428 |
|
|
2021
Q3 | $30K | Buy |
575
+52
| +10% | +$2.84K | 0.01% | 471 |
|
|
2021
Q2 | $28K | Buy |
523
+19
| +4% | +$1.04K | 0.01% | 471 |
|
|
2021
Q1 | $26K | Sell |
504
-104
| -17% | -$4.99K | 0.01% | 455 |
|
|
2020
Q4 | $27K | Buy |
608
+352
| +138% | +$14.4K | 0.01% | 448 |
|
|
2020
Q3 | $9K | Sell |
256
-22
| -8% | -$801 | ﹤0.01% | 630 |
|
|
2020
Q2 | $10K | Buy |
278
+150
| +117% | +$5.42K | ﹤0.01% | 487 |
|
|
2020
Q1 | $4K | Sell |
128
-41
| -24% | -$1.87K | ﹤0.01% | 533 |
|
|
2019
Q4 | $9K | Buy |
169
+14
| +9% | +$743 | ﹤0.01% | 492 |
|
|
2019
Q3 | $8K | Sell |
155
-9
| -5% | -$475 | ﹤0.01% | 470 |
|
|
2019
Q2 | $9K | Buy |
164
+32
| +24% | +$1.65K | ﹤0.01% | 470 |
|
|
2019
Q1 | $7K | Buy |
132
+98
| +288% | +$4.72K | ﹤0.01% | 489 |
|
|
2018
Q4 | $2K | Sell |
34
-26
| -43% | -$1.16K | ﹤0.01% | 522 |
|
|
2018
Q3 | $3K | Sell |
60
-25
| -29% | -$1.14K | ﹤0.01% | 520 |
|
|
2018
Q2 | $4K | Buy |
85
+56
| +193% | +$2.52K | ﹤0.01% | 446 |
|
|
2018
Q1 | $1K | Buy |
29
+23
| +383% | +$1.02K | ﹤0.01% | 575 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | +$256 | ﹤0.01% | 655 |
|
|
2017
Q2 | – | Sell |
-600
| Closed | -$22K | – | 530 |
|
|
2017
Q1 | $22K | Hold |
600
| – | – | 0.02% | 239 |
|
|
2016
Q4 | $21K | Buy |
600
+588
| +4,900% | +$20.7K | 0.01% | 261 |
|
|
2016
Q3 | $0 | Sell |
12
-588
| -98% | -$21.4K | ﹤0.01% | 466 |
|
|
2016
Q2 | $22K | Hold |
600
| – | – | 0.02% | 209 |
|
|
2016
Q1 | $19K | Hold |
600
| – | – | 0.02% | 217 |
|
|
2015
Q4 | $18K | Hold |
600
| – | – | 0.02% | 240 |
|
|
2015
Q3 | $17K | Hold |
600
| – | – | 0.02% | 235 |
|
|
2015
Q2 | $19K | Hold |
600
| – | – | 0.02% | 229 |
|
|
2015
Q1 | $19K | Hold |
600
| – | – | 0.02% | 232 |
|
|
2014
Q4 | $18K | Buy |
+600
| New | +$17.7K | 0.01% | 254 |
|
Other funds holding AFL
JPH
