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MorganRosel Wealth Management’s Aflac AFL Stock Holding History

MorganRosel Wealth Management’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-55
Closed -$5.8K – 115
2025
Q2 		$5.8K Hold
55
– – ﹤0.01% 280
2025
Q1 		$6.12K Buy
+55
New +$5.83K ﹤0.01% 266
2023
Q3 		– Sell
-11,698
Closed -$817K – 97
2023
Q2 		$817K Sell
11,698
-1,569
-12% -$105K 0.33% 57
2023
Q1 		$856K Buy
+13,267
New +$908K 0.37% 55
2020
Q1 		– Sell
-13,599
Closed -$719K – 66
2019
Q4 		$719K Sell
13,599
-465
-3% -$24.7K 0.55% 39
2019
Q3 		$736K Sell
14,064
-782
-5% -$41.3K 0.6% 36
2019
Q2 		$814K Sell
14,846
-527
-3% -$27.2K 0.67% 34
2019
Q1 		$769K Buy
+15,373
New +$741K 0.65% 36

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return