Willow Creek Wealth Management’s Aflac AFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$696K Sell
6,599
-15
-0.2% -$1.58K 0.06% 82
2025
Q1
$735K Hold
6,614
0.07% 76
2024
Q4
$684K Sell
6,614
-16
-0.2% -$1.66K 0.07% 77
2024
Q3
$741K Buy
6,630
+47
+0.7% +$5.26K 0.08% 73
2024
Q2
$588K Sell
6,583
-1
-0% -$89 0.07% 77
2024
Q1
$565K Buy
6,584
+1
+0% +$86 0.07% 80
2023
Q4
$543K Sell
6,583
-1
-0% -$83 0.07% 80
2023
Q3
$505K Buy
6,584
+2
+0% +$154 0.08% 76
2023
Q2
$459K Buy
6,582
+15
+0.2% +$1.05K 0.07% 88
2023
Q1
$424K Sell
6,567
-13
-0.2% -$839 0.07% 81
2022
Q4
$473K Buy
6,580
+74
+1% +$5.32K 0.08% 74
2022
Q3
$366K Hold
6,506
0.07% 81
2022
Q2
$360K Hold
6,506
0.07% 82
2022
Q1
$419K Hold
6,506
0.08% 68
2021
Q4
$380K Hold
6,506
0.08% 77
2021
Q3
$339K Hold
6,506
0.08% 79
2021
Q2
$349K Buy
6,506
+130
+2% +$6.97K 0.08% 75
2021
Q1
$326K Hold
6,376
0.12% 61
2020
Q4
$284K Hold
6,376
0.11% 71
2020
Q3
$232K Hold
6,376
0.1% 75
2020
Q2
$230K Hold
6,376
0.1% 66
2020
Q1
$218K Sell
6,376
-330
-5% -$11.3K 0.11% 59
2019
Q4
$355K Hold
6,706
0.16% 47
2019
Q3
$351K Hold
6,706
0.16% 46
2019
Q2
$368K Hold
6,706
0.18% 43
2019
Q1
$335K Hold
6,706
0.17% 46
2018
Q4
$306K Hold
6,706
0.16% 45
2018
Q3
$316K Sell
6,706
-130
-2% -$6.13K 0.18% 43
2018
Q2
$294K Hold
6,836
0.17% 45
2018
Q1
$299K Buy
+6,836
New +$299K 0.16% 46