MWM
Mattern Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Sell |
9,332
-55
| -0.6% | -$5.8K | 0.2% | 62 |
|
|
2025
Q1 | $1.04M | Sell |
9,387
-536
| -5% | -$59.6K | 0.23% | 66 |
|
|
2024
Q4 | $1.03M | Sell |
9,923
-1,180
| -11% | -$122K | 0.23% | 68 |
|
|
2024
Q3 | $1.24M | Sell |
11,103
-19,536
| -64% | -$2.18M | 0.27% | 66 |
|
|
2024
Q2 | $2.74M | Sell |
30,639
-2,931
| -9% | -$262K | 0.66% | 47 |
|
|
2024
Q1 | $2.88M | Sell |
33,570
-271
| -0.8% | -$23.3K | 0.7% | 43 |
|
|
2023
Q4 | $2.79M | Buy |
33,841
+1,623
| +5% | +$134K | 0.72% | 38 |
|
|
2023
Q3 | $2.47M | Buy |
32,218
+5,333
| +20% | +$409K | 0.73% | 39 |
|
|
2023
Q2 | $1.88M | Buy |
26,885
+4,912
| +22% | +$343K | 0.55% | 54 |
|
|
2023
Q1 | $1.42M | Buy |
21,973
+15,589
| +244% | +$1.01M | 0.47% | 68 |
|
|
2022
Q4 | $459K | Buy |
6,384
+208
| +3% | +$15K | 0.19% | 106 |
|
|
2022
Q3 | $347K | Buy |
6,176
+1,318
| +27% | +$74.1K | 0.14% | 114 |
|
|
2022
Q2 | $269K | Hold |
4,858
| – | – | 0.11% | 126 |
|
|
2022
Q1 | $313K | Hold |
4,858
| – | – | 0.1% | 123 |
|
|
2021
Q4 | $284K | Sell |
4,858
-154
| -3% | -$9K | 0.08% | 148 |
|
|
2021
Q3 | $261K | Sell |
5,012
-1,100
| -18% | -$57.3K | 0.09% | 146 |
|
|
2021
Q2 | $325K | Sell |
6,112
-237
| -4% | -$12.6K | 0.1% | 136 |
|
|
2021
Q1 | $325K | Sell |
6,349
-20,198
| -76% | -$1.03M | 0.11% | 129 |
|
|
2020
Q4 | $1.18M | Sell |
26,547
-2,334
| -8% | -$104K | 0.45% | 66 |
|
|
2020
Q3 | $1.05M | Sell |
28,881
-151
| -0.5% | -$5.49K | 0.45% | 68 |
|
|
2020
Q2 | $1.05M | Buy |
29,032
+1,116
| +4% | +$40.2K | 0.51% | 62 |
|
|
2020
Q1 | $956K | Sell |
27,916
-1,040
| -4% | -$35.6K | 0.69% | 49 |
|
|
2019
Q4 | $1.53M | Buy |
+28,956
| New | +$1.53M | 0.92% | 42 |
|