HWA
HCR Wealth Advisors’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
9,377
+49
| +0.5% | +$5.17K | 0.12% | 101 |
|
|
2025
Q1 | $1.04M | Buy |
9,328
+45
| +0.5% | +$5K | 0.14% | 96 |
|
|
2024
Q4 | $960K | Buy |
9,283
+43
| +0.5% | +$4.45K | 0.12% | 103 |
|
|
2024
Q3 | $1.03M | Buy |
9,240
+39
| +0.4% | +$4.36K | 0.14% | 100 |
|
|
2024
Q2 | $822K | Buy |
9,201
+47
| +0.5% | +$4.2K | 0.12% | 108 |
|
|
2024
Q1 | $786K | Buy |
9,154
+54
| +0.6% | +$4.64K | 0.12% | 107 |
|
|
2023
Q4 | $751K | Buy |
+9,100
| New | +$751K | 0.12% | 102 |
|
|
2019
Q3 | – | Sell |
-3,877
| Closed | -$212K | – | 147 |
|
|
2019
Q2 | $212K | Buy |
+3,877
| New | +$212K | 0.06% | 147 |
|