Welch & Forbes’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.8M | Sell |
317,011
-4,237
| -1% | -$470K | 0.45% | 58 |
|
|
2025
Q4 | $35.4M | Sell |
321,248
-5,387
| -2% | -$593K | 0.43% | 59 |
|
|
2025
Q3 | $36.5M | Sell |
326,635
-6,667
| -2% | -$700K | 0.44% | 60 |
|
|
2025
Q2 | $35.2M | Sell |
333,302
-8,122
| -2% | -$853K | 0.44% | 63 |
|
|
2025
Q1 | $38M | Sell |
341,424
-14,152
| -4% | -$1.5M | 0.5% | 60 |
|
|
2024
Q4 | $36.8M | Sell |
355,576
-3,238
| -0.9% | -$353K | 0.47% | 59 |
|
|
2024
Q3 | $40.1M | Sell |
358,814
-24,176
| -6% | -$2.46M | 0.51% | 57 |
|
|
2024
Q2 | $34.1M | Sell |
382,990
-6,074
| -2% | -$522K | 0.45% | 61 |
|
|
2024
Q1 | $33.4M | Sell |
389,064
-48,451
| -11% | -$3.97M | 0.46% | 56 |
|
|
2023
Q4 | $36.1M | Sell |
437,515
-9,564
| -2% | -$771K | 0.55% | 53 |
|
|
2023
Q3 | $34.3M | Sell |
447,079
-5,919
| -1% | -$439K | 0.57% | 51 |
|
|
2023
Q2 | $31.6M | Sell |
452,998
-11,463
| -2% | -$767K | 0.5% | 55 |
|
|
2023
Q1 | $30M | Sell |
464,461
-17,312
| -4% | -$1.19M | 0.51% | 55 |
|
|
2022
Q4 | $34.7M | Sell |
481,773
-13,063
| -3% | -$875K | 0.62% | 48 |
|
|
2022
Q3 | $27.8M | Sell |
494,836
-5,012
| -1% | -$295K | 0.54% | 51 |
|
|
2022
Q2 | $27.7M | Sell |
499,848
-572
| -0.1% | -$33.8K | 0.51% | 56 |
|
|
2022
Q1 | $32.2M | Sell |
500,420
-1,367
| -0.3% | -$85.6K | 0.51% | 54 |
|
|
2021
Q4 | $29.3M | Sell |
501,787
-18,442
| -4% | -$1.03M | 0.44% | 60 |
|
|
2021
Q3 | $27.1M | Sell |
520,229
-896
| -0.2% | -$49K | 0.45% | 60 |
|
|
2021
Q2 | $28M | Sell |
521,125
-1,261
| -0.2% | -$68.8K | 0.47% | 57 |
|
|
2021
Q1 | $26.7M | Sell |
522,386
-3,944
| -0.7% | -$189K | 0.49% | 54 |
|
|
2020
Q4 | $23.4M | Sell |
526,330
-8,084
| -2% | -$331K | 0.46% | 59 |
|
|
2020
Q3 | $19.4M | Sell |
534,414
-66,599
| -11% | -$2.43M | 0.42% | 63 |
|
|
2020
Q2 | $21.7M | Sell |
601,013
-65,588
| -10% | -$2.37M | 0.51% | 55 |
|
|
2020
Q1 | $22.8M | Sell |
666,601
-3,070
| -0.5% | -$140K | 0.64% | 49 |
|
|
2019
Q4 | $35.4M | Sell |
669,671
-2,378
| -0.4% | -$126K | 0.79% | 41 |
|
|
2019
Q3 | $35.2M | Sell |
672,049
-3,178
| -0.5% | -$168K | 0.84% | 36 |
|
|
2019
Q2 | $37M | Sell |
675,227
-5,944
| -0.9% | -$306K | 0.9% | 35 |
|
|
2019
Q1 | $34.1M | Sell |
681,171
-22,906
| -3% | -$1.1M | 0.85% | 40 |
|
|
2018
Q4 | $32.1M | Sell |
704,077
-3,148
| -0.4% | -$140K | 0.9% | 38 |
|
|
2018
Q3 | $33.3M | Sell |
707,225
-2,146
| -0.3% | -$98.2K | 0.79% | 43 |
|
|
2018
Q2 | $30.5M | Buy |
709,371
+9,492
| +1% | +$426K | 0.79% | 42 |
|
|
2018
Q1 | $30.6M | Buy |
+699,879
| New | +$31M | 0.79% | 41 |
|
|
2017
Q4 | – | Sell |
-715,176
| Closed | -$29.1M | – | 343 |
|
|
2017
Q3 | $29.1M | Sell |
715,176
-8,576
| -1% | -$345K | 0.77% | 45 |
|
|
2017
Q2 | $28.1M | Buy |
723,752
+2,002
| +0.3% | +$75.2K | 0.79% | 44 |
|
|
2017
Q1 | $26.1M | Sell |
721,750
-158,640
| -18% | -$5.62M | 0.75% | 47 |
|
|
2016
Q4 | $30.6M | Buy |
+880,390
| New | +$31M | 0.92% | 35 |
|
|
2016
Q3 | – | Sell |
-900,032
| Closed | -$32.5M | – | 311 |
|
|
2016
Q2 | $32.5M | Sell |
900,032
-108,828
| -11% | -$3.72M | 0.99% | 30 |
|
|
2016
Q1 | $31.9M | Sell |
1,008,860
-16,084
| -2% | -$478K | 0.99% | 27 |
|
|
2015
Q4 | $30.7M | Sell |
1,024,944
-17,550
| -2% | -$546K | 0.99% | 29 |
|
|
2015
Q3 | $30.3M | Sell |
1,042,494
-13,962
| -1% | -$422K | 1.01% | 31 |
|
|
2015
Q2 | $32.9M | Sell |
1,056,456
-45,026
| -4% | -$1.43M | 1.02% | 36 |
|
|
2015
Q1 | $35.3M | Sell |
1,101,482
-46,390
| -4% | -$1.42M | 1.06% | 32 |
|
|
2014
Q4 | $35.1M | Sell |
1,147,872
-43,012
| -4% | -$1.27M | 1.03% | 33 |
|
|
2014
Q3 | $34.7M | Sell |
1,190,884
-125,210
| -10% | -$3.81M | 1.06% | 33 |
|
|
2014
Q2 | $41M | Sell |
1,316,094
-18,254
| -1% | -$570K | 1.29% | 24 |
|
|
2014
Q1 | $42.1M | Buy |
1,334,348
+988
| +0.1% | +$31.4K | 1.33% | 19 |
|
|
2013
Q4 | $44.5M | Sell |
1,333,360
-6,956
| -0.5% | -$228K | 1.41% | 17 |
|
|
2013
Q3 | $41.5M | Sell |
1,340,316
-1,518
| -0.1% | -$45.7K | 1.4% | 15 |
|
|
2013
Q2 | $39M | Buy |
+1,341,834
| New | +$36.4M | 1.39% | 15 |
|
Other funds holding AFL
JPH
VCM
VPM