GWAM
Guardian Wealth Advisors (Minnesota)’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,345
| Closed | -$261K | – | 75 |
|
|
2025
Q1 | $261K | Buy |
2,345
+4
| +0.2% | +$445 | 0.17% | 62 |
|
|
2024
Q4 | $242K | Sell |
2,341
-7
| -0.3% | -$724 | 0.16% | 66 |
|
|
2024
Q3 | $263K | Sell |
2,348
-199
| -8% | -$22.3K | 0.16% | 68 |
|
|
2024
Q2 | $227K | Sell |
2,547
-84
| -3% | -$7.5K | 0.15% | 70 |
|
|
2024
Q1 | $226K | Buy |
2,631
+6
| +0.2% | +$515 | 0.15% | 70 |
|
|
2023
Q4 | $217K | Buy |
2,625
+4
| +0.2% | +$330 | 0.15% | 71 |
|
|
2023
Q3 | $201K | Buy |
+2,621
| New | +$201K | 0.15% | 70 |
|