JPWM
Jamison Private Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Buy |
6,119
+4
| +0.1% | +$422 | 0.09% | 131 |
|
|
2025
Q1 | $680K | Sell |
6,115
-174
| -3% | -$19.3K | 0.1% | 119 |
|
|
2024
Q4 | $651K | Buy |
6,289
+7
| +0.1% | +$724 | 0.1% | 127 |
|
|
2024
Q3 | $702K | Buy |
6,282
+7
| +0.1% | +$783 | 0.11% | 120 |
|
|
2024
Q2 | $560K | Sell |
6,275
-114
| -2% | -$10.2K | 0.09% | 128 |
|
|
2024
Q1 | $549K | Sell |
6,389
-324
| -5% | -$27.8K | 0.09% | 128 |
|
|
2023
Q4 | $554K | Buy |
6,713
+9
| +0.1% | +$743 | 0.1% | 128 |
|
|
2023
Q3 | $515K | Buy |
+6,704
| New | +$515K | 0.11% | 124 |
|