RSWM
Robertson Stephens Wealth Management’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
6,990
+3
| +0% | +$316 | 0.02% | 303 |
|
|
2025
Q1 | $777K | Buy |
6,987
+27
| +0.4% | +$3K | 0.03% | 292 |
|
|
2024
Q4 | $720K | Buy |
6,960
+107
| +2% | +$11.1K | 0.03% | 298 |
|
|
2024
Q3 | $766K | Sell |
6,853
-75
| -1% | -$8.39K | 0.03% | 323 |
|
|
2024
Q2 | $619K | Sell |
6,928
-2,573
| -27% | -$230K | 0.03% | 294 |
|
|
2024
Q1 | $816K | Sell |
9,501
-77
| -0.8% | -$6.61K | 0.04% | 263 |
|
|
2023
Q4 | $790K | Sell |
9,578
-134
| -1% | -$11.1K | 0.05% | 247 |
|
|
2023
Q3 | $745K | Buy |
9,712
+2,828
| +41% | +$217K | 0.05% | 244 |
|
|
2023
Q2 | $481K | Sell |
6,884
-917
| -12% | -$64K | 0.03% | 281 |
|
|
2023
Q1 | $503K | Sell |
7,801
-113
| -1% | -$7.29K | 0.04% | 287 |
|
|
2022
Q4 | $569K | Sell |
7,914
-27
| -0.3% | -$1.94K | 0.06% | 244 |
|
|
2022
Q3 | $446K | Buy |
7,941
+97
| +1% | +$5.45K | 0.05% | 229 |
|
|
2022
Q2 | $434K | Sell |
7,844
-95
| -1% | -$5.26K | 0.04% | 251 |
|
|
2022
Q1 | $511K | Buy |
7,939
+2,973
| +60% | +$191K | 0.04% | 248 |
|
|
2021
Q4 | $289K | Buy |
+4,966
| New | +$289K | 0.02% | 323 |
|