MWM
Modera Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43M | Sell |
70,463
-237
| -0.3% | -$25K | 0.09% | 150 |
|
|
2025
Q1 | $7.86M | Sell |
70,700
-7
| -0% | -$778 | 0.11% | 137 |
|
|
2024
Q4 | $7.31M | Sell |
70,707
-2,340
| -3% | -$242K | 0.09% | 143 |
|
|
2024
Q3 | $8.17M | Sell |
73,047
-315
| -0.4% | -$35.2K | 0.1% | 124 |
|
|
2024
Q2 | $6.55M | Buy |
73,362
+62
| +0.1% | +$5.54K | 0.1% | 134 |
|
|
2024
Q1 | $6.29M | Sell |
73,300
-524
| -0.7% | -$45K | 0.1% | 139 |
|
|
2023
Q4 | $6.09M | Sell |
73,824
-1,519
| -2% | -$125K | 0.1% | 136 |
|
|
2023
Q3 | $5.78M | Sell |
75,343
-985
| -1% | -$75.6K | 0.11% | 132 |
|
|
2023
Q2 | $5.33M | Buy |
76,328
+52,856
| +225% | +$3.69M | 0.1% | 143 |
|
|
2023
Q1 | $1.51M | Sell |
23,472
-788
| -3% | -$50.8K | 0.06% | 113 |
|
|
2022
Q4 | $1.75M | Buy |
24,260
+2,707
| +13% | +$195K | 0.07% | 100 |
|
|
2022
Q3 | $1.21M | Buy |
21,553
+5
| +0% | +$281 | 0.06% | 120 |
|
|
2022
Q2 | $1.19M | Sell |
21,548
-55
| -0.3% | -$3.04K | 0.06% | 131 |
|
|
2022
Q1 | $1.39M | Sell |
21,603
-7,391
| -25% | -$476K | 0.06% | 130 |
|
|
2021
Q4 | $1.69M | Buy |
28,994
+8,230
| +40% | +$481K | 0.06% | 125 |
|
|
2021
Q3 | $1.08M | Sell |
20,764
-816
| -4% | -$42.5K | 0.06% | 100 |
|
|
2021
Q2 | $1.16M | Buy |
21,580
+866
| +4% | +$46.5K | 0.06% | 98 |
|
|
2021
Q1 | $1.06M | Sell |
20,714
-58
| -0.3% | -$2.97K | 0.07% | 92 |
|
|
2020
Q4 | $924K | Hold |
20,772
| – | – | 0.07% | 98 |
|
|
2020
Q3 | $755K | Hold |
20,772
| – | – | 0.11% | 67 |
|
|
2020
Q2 | $748K | Sell |
20,772
-55
| -0.3% | -$1.98K | 0.12% | 66 |
|
|
2020
Q1 | $713K | Buy |
20,827
+55
| +0.3% | +$1.88K | 0.15% | 60 |
|
|
2019
Q4 | $1.1M | Hold |
20,772
| – | – | 0.17% | 48 |
|
|
2019
Q3 | $1.09M | Hold |
20,772
| – | – | 0.18% | 48 |
|
|
2019
Q2 | $1.14M | Hold |
20,772
| – | – | 0.21% | 44 |
|
|
2019
Q1 | $1.04M | Buy |
20,772
+84
| +0.4% | +$4.2K | 0.19% | 47 |
|
|
2018
Q4 | $943K | Hold |
20,688
| – | – | 0.19% | 45 |
|
|
2018
Q3 | $974K | Hold |
20,688
| – | – | 0.2% | 48 |
|
|
2018
Q2 | $890K | Buy |
20,688
+51
| +0.2% | +$2.19K | 0.19% | 47 |
|
|
2018
Q1 | $903K | Buy |
20,637
+10,322
| +100% | +$452K | 0.19% | 44 |
|
|
2017
Q4 | $905K | Hold |
10,315
| – | – | 0.2% | 45 |
|
|
2017
Q3 | $840K | Hold |
10,315
| – | – | 0.19% | 46 |
|
|
2017
Q2 | $801K | Hold |
10,315
| – | – | 0.19% | 48 |
|
|
2017
Q1 | $747K | Buy |
+10,315
| New | +$747K | 0.19% | 50 |
|