WMS Partners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $646K | Buy |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $556K | Hold |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $301K | Sell |
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|
2021
Q3 | $301K | Buy |
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $506K | Hold |
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|
2020
Q3 | $413K | Buy |
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|
2020
Q2 | $357K | Sell |
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|
2020
Q1 | $346K | Hold |
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|
2019
Q4 | $535K | Sell |
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|
2019
Q3 | $532K | Buy |
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|
2019
Q2 | $533K | Sell |
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|
2019
Q1 | $717K | Hold |
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|
2018
Q4 | $654K | Hold |
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|
2018
Q3 | $675K | Hold |
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|
2018
Q2 | $617K | Buy |
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|
2018
Q1 | $617K | Sell |
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|
2017
Q4 | $628K | Sell |
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|
2017
Q3 | $589K | Hold |
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|
2017
Q2 | $563K | Sell |
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|
2017
Q1 | $543K | Sell |
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|
2016
Q4 | $661K | Hold |
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|
2016
Q3 | $683K | Hold |
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|
2016
Q2 | $685K | Sell |
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|
2016
Q1 | $607K | Sell |
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|
2015
Q4 | $577K | Sell |
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|
2015
Q3 | $583K | Buy |
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|
2015
Q2 | $621K | Buy |
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|
2015
Q1 | $628K | Buy |
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|
2014
Q4 | $598K | Buy |
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|
2014
Q3 | $558K | Buy |
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|
2014
Q2 | $590K | Hold |
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|
2014
Q1 | $598K | Hold |
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|
2013
Q4 | $633K | Hold |
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|
2013
Q3 | $588K | Buy |
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|
2013
Q2 | $543K | Buy |
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