Weatherly Asset Management’s AFLAC Incorporated AFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-10,000
| Closed | -$249K | – | 164 |
|
|
2015
Q3 | $249K | Hold |
10,000
| – | – | 0.1% | 131 |
|
|
2015
Q2 | $243K | Hold |
10,000
| – | – | 0.09% | 132 |
|
|
2015
Q1 | $253K | Hold |
10,000
| – | – | 0.1% | 127 |
|
|
2014
Q4 | $246K | Hold |
10,000
| – | – | 0.1% | 128 |
|
|
2014
Q3 | $243K | Hold |
10,000
| – | – | 0.1% | 125 |
|
|
2014
Q2 | $246K | Hold |
10,000
| – | – | 0.1% | 129 |
|
|
2014
Q1 | $234K | Sell |
10,000
-1,200
| -11% | -$28.1K | 0.11% | 124 |
|
|
2013
Q4 | $238K | Hold |
11,200
| – | – | 0.11% | 127 |
|
|
2013
Q3 | $244K | Hold |
11,200
| – | – | 0.12% | 121 |
|
|
2013
Q2 | $278K | Buy |
+11,200
| New | +$278K | 0.15% | 105 |
|