TCWA
Turtle Creek Wealth Advisors’s Aflac AFL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.74M | Buy |
63,940
+3,345
| +6% | +$353K | 0.8% | 38 |
|
2025
Q1 | $6.74M | Buy |
60,595
+2,561
| +4% | +$285K | 1.01% | 32 |
|
2024
Q4 | $6M | Buy |
58,034
+271
| +0.5% | +$28K | 1.38% | 20 |
|
2024
Q3 | $6.46M | Buy |
57,763
+789
| +1% | +$88.2K | 1.29% | 20 |
|
2024
Q2 | $5.09M | Buy |
56,974
+9,793
| +21% | +$875K | 1.18% | 25 |
|
2024
Q1 | $4.05M | Buy |
47,181
+9,562
| +25% | +$821K | 0.99% | 39 |
|
2023
Q4 | $3.1M | Buy |
+37,619
| New | +$3.1M | 0.91% | 35 |
|