Valley Wealth Managers’s Aflac AFL Stock Holding History

Valley Wealth Managers’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-705	Closed	-$60.5K	–	387
2024 Q1	$60.5K	Sell	705 -670	-49%	-$57.5K	﹤0.01%	209
2023 Q4	$113K	Hold	1,375	–	–	0.01%	193
2023 Q3	$106K	Hold	1,375	–	–	0.01%	198
2023 Q2	$96K	Hold	1,375	–	–	0.01%	183
2023 Q1	$88.7K	Hold	1,375	–	–	0.01%	192
2022 Q4	$98.9K	Sell	1,375 -107	-7%	-$7.7K	0.01%	192
2022 Q3	$83K	Sell	1,482 -808	-35%	-$45.3K	0.01%	215
2022 Q2	$127K	Buy	+2,290	New	+$127K	0.01%	212
2020 Q3	–	Sell	-16,283	Closed	-$587K	–	156
2020 Q2	$587K	Hold	16,283	–	–	0.07%	115
2020 Q1	$558K	Buy	16,283 +76	+0.5%	+$2.6K	0.07%	112
2019 Q4	$857K	Sell	16,207 -4,100	-20%	-$217K	0.09%	105
2019 Q3	$1.06M	Buy	+20,307	New	+$1.06M	0.11%	102
2018 Q1	–	Sell	-366,764	Closed	-$16.1M	–	120
2017 Q4	$16.1M	Sell	366,764 -9,830	-3%	-$431K	1.94%	32
2017 Q3	$15.3M	Buy	376,594 +3,314	+0.9%	+$135K	1.93%	33
2017 Q2	$14.5M	Buy	373,280 +4,246	+1%	+$165K	1.94%	32
2017 Q1	$13.4M	Buy	369,034 +17,536	+5%	+$635K	1.77%	36
2016 Q4	$12.2M	Buy	351,498 +13,734	+4%	+$478K	1.75%	38
2016 Q3	$12.1M	Buy	337,764 +10,700	+3%	+$385K	1.78%	34
2016 Q2	$11.8M	Sell	327,064 -1,568	-0.5%	-$56.6K	1.8%	36
2016 Q1	$10.4M	Buy	328,632 +10,880	+3%	+$343K	1.75%	39
2015 Q4	$9.52M	Sell	317,752 -784	-0.2%	-$23.5K	1.71%	34
2015 Q3	$9.26M	Buy	318,536 +15,456	+5%	+$449K	1.69%	41
2015 Q2	$9.43M	Buy	303,080 +14,360	+5%	+$447K	1.64%	40
2015 Q1	$9.24M	Buy	288,720 +11,250	+4%	+$360K	1.59%	40
2014 Q4	$8.48M	Buy	277,470 +14,126	+5%	+$431K	1.51%	39
2014 Q3	$7.67M	Buy	263,344 +15,830	+6%	+$461K	1.47%	41
2014 Q2	$7.7M	Buy	247,514 +11,570	+5%	+$360K	1.46%	41
2014 Q1	$7.44M	Buy	235,944 +11,296	+5%	+$356K	1.49%	40
2013 Q4	$7.5M	Sell	224,648 -10,310	-4%	-$344K	1.54%	39
2013 Q3	$7.28M	Buy	234,958 +4,624	+2%	+$143K	1.59%	40
2013 Q2	$6.69M	Buy	+230,334	New	+$6.69M	1.52%	40