WDG
Wealth Dimensions Group’s American Financial Group AFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
2,232
| – | – | 0.06% | 135 |
|
|
2025
Q1 | $293K | Hold |
2,232
| – | – | 0.07% | 129 |
|
|
2024
Q4 | $306K | Hold |
2,232
| – | – | 0.07% | 119 |
|
|
2024
Q3 | $300K | Hold |
2,232
| – | – | 0.08% | 116 |
|
|
2024
Q2 | $275K | Hold |
2,232
| – | – | 0.08% | 115 |
|
|
2024
Q1 | $305K | Hold |
2,232
| – | – | 0.09% | 111 |
|
|
2023
Q4 | $265K | Hold |
2,232
| – | – | 0.08% | 115 |
|
|
2023
Q3 | $249K | Hold |
2,232
| – | – | 0.09% | 114 |
|
|
2023
Q2 | $265K | Hold |
2,232
| – | – | 0.1% | 114 |
|
|
2023
Q1 | $271K | Hold |
2,232
| – | – | 0.1% | 107 |
|
|
2022
Q4 | $306K | Hold |
2,232
| – | – | 0.13% | 103 |
|
|
2022
Q3 | $274K | Hold |
2,232
| – | – | 0.14% | 99 |
|
|
2022
Q2 | $310K | Hold |
2,232
| – | – | 0.15% | 93 |
|
|
2022
Q1 | $325K | Sell |
2,232
-190
| -8% | -$27.7K | 0.15% | 100 |
|
|
2021
Q4 | $333K | Hold |
2,422
| – | – | 0.16% | 96 |
|
|
2021
Q3 | $305K | Hold |
2,422
| – | – | 0.2% | 100 |
|
|
2021
Q2 | $302K | Hold |
2,422
| – | – | 0.2% | 91 |
|
|
2021
Q1 | $276K | Hold |
2,422
| – | – | 0.21% | 90 |
|
|
2020
Q4 | $212K | Buy |
+2,422
| New | +$212K | 0.18% | 102 |
|