MWPCG
Measured Wealth Private Client Group’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
3,015
-10
| -0.3% | -$1.06K | 0.1% | 138 |
|
|
2025
Q1 | $336K | Sell |
3,025
-45
| -1% | -$5K | 0.11% | 124 |
|
|
2024
Q4 | $318K | Sell |
3,070
-75
| -2% | -$7.76K | 0.1% | 132 |
|
|
2024
Q3 | $352K | Sell |
3,145
-1,257
| -29% | -$141K | 0.12% | 115 |
|
|
2024
Q2 | $393K | Hold |
4,402
| – | – | 0.14% | 120 |
|
|
2024
Q1 | $378K | Hold |
4,402
| – | – | 0.13% | 116 |
|
|
2023
Q4 | $363K | Hold |
4,402
| – | – | 0.13% | 116 |
|
|
2023
Q3 | $338K | Sell |
4,402
-457
| -9% | -$35.1K | 0.14% | 112 |
|
|
2023
Q2 | $339K | Sell |
4,859
-7,654
| -61% | -$534K | 0.13% | 127 |
|
|
2023
Q1 | $807K | Buy |
12,513
+2,480
| +25% | +$160K | 0.31% | 46 |
|
|
2022
Q4 | $722K | Buy |
10,033
+98
| +1% | +$7.05K | 0.3% | 48 |
|
|
2022
Q3 | $558K | Buy |
9,935
+5,992
| +152% | +$337K | 0.25% | 57 |
|
|
2022
Q2 | $218K | Sell |
3,943
-225
| -5% | -$12.4K | 0.1% | 155 |
|
|
2022
Q1 | $268K | Hold |
4,168
| – | – | 0.1% | 128 |
|
|
2021
Q4 | $243K | Hold |
4,168
| – | – | 0.09% | 141 |
|
|
2021
Q3 | $217K | Sell |
4,168
-45
| -1% | -$2.34K | 0.08% | 150 |
|
|
2021
Q2 | $226K | Buy |
4,213
+45
| +1% | +$2.41K | 0.07% | 160 |
|
|
2021
Q1 | $213K | Buy |
+4,168
| New | +$213K | 0.08% | 150 |
|
|
2018
Q4 | – | Sell |
-1,774
| Closed | -$85K | – | 115 |
|
|
2018
Q3 | $85K | Buy |
+1,774
| New | +$85K | 0.05% | 260 |
|