GWA
Gratus Wealth Advisors’s Aflac AFL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.06M | Sell |
10,090
-472
| -4% | -$49.8K | 0.16% | 58 |
|
2025
Q1 | $1.17M | Sell |
10,562
-136
| -1% | -$15.1K | 0.19% | 48 |
|
2024
Q4 | $1.11M | Hold |
10,698
| – | – | 0.18% | 54 |
|
2024
Q3 | $1.2M | Sell |
10,698
-474
| -4% | -$53K | 0.2% | 54 |
|
2024
Q2 | $1.04M | Hold |
11,172
| – | – | 0.18% | 52 |
|
2024
Q1 | $905K | Hold |
11,172
| – | – | 0.17% | 60 |
|
2023
Q4 | $922K | Buy |
+11,172
| New | +$922K | 0.18% | 56 |
|