WP
WMS Partners’s Aflac AFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,729
| Closed | -$1.01M | – | 10 |
|
|
2024
Q4 | $1.01M | Buy |
9,729
+51
| +0.5% | +$5.28K | 0.06% | 121 |
|
|
2024
Q3 | $1.08M | Buy |
9,678
+1,799
| +23% | +$201K | 0.06% | 116 |
|
|
2024
Q2 | $704K | Sell |
7,879
-42
| -0.5% | -$3.75K | 0.05% | 121 |
|
|
2024
Q1 | $680K | Buy |
7,921
+88
| +1% | +$7.56K | 0.05% | 130 |
|
|
2023
Q4 | $646K | Buy |
7,833
+172
| +2% | +$14.2K | 0.05% | 128 |
|
|
2023
Q3 | $588K | Sell |
7,661
-77
| -1% | -$5.91K | 0.05% | 137 |
|
|
2023
Q2 | $540K | Buy |
7,738
+8
| +0.1% | +$558 | 0.04% | 151 |
|
|
2023
Q1 | $499K | Buy |
7,730
+1
| +0% | +$65 | 0.04% | 153 |
|
|
2022
Q4 | $556K | Hold |
7,729
| – | – | 0.06% | 143 |
|
|
2022
Q3 | $434K | Buy |
7,729
+71
| +0.9% | +$3.99K | 0.06% | 148 |
|
|
2022
Q2 | $424K | Buy |
7,658
+1
| +0% | +$55 | 0.07% | 151 |
|
|
2022
Q1 | $493K | Buy |
7,657
+2,501
| +49% | +$161K | 0.07% | 140 |
|
|
2021
Q4 | $301K | Sell |
5,156
-627
| -11% | -$36.6K | 0.06% | 155 |
|
|
2021
Q3 | $301K | Buy |
5,783
+4
| +0.1% | +$208 | 0.04% | 214 |
|
|
2021
Q2 | $310K | Buy |
5,779
+4
| +0.1% | +$215 | 0.05% | 195 |
|
|
2021
Q1 | $296K | Sell |
5,775
-5,595
| -49% | -$287K | 0.07% | 172 |
|
|
2020
Q4 | $506K | Hold |
11,370
| – | – | 0.09% | 121 |
|
|
2020
Q3 | $413K | Buy |
11,370
+1,466
| +15% | +$53.3K | 0.08% | 135 |
|
|
2020
Q2 | $357K | Sell |
9,904
-200
| -2% | -$7.21K | 0.07% | 142 |
|
|
2020
Q1 | $346K | Hold |
10,104
| – | – | 0.1% | 123 |
|
|
2019
Q4 | $535K | Sell |
10,104
-65
| -0.6% | -$3.44K | 0.12% | 108 |
|
|
2019
Q3 | $532K | Buy |
10,169
+439
| +5% | +$23K | 0.13% | 99 |
|
|
2019
Q2 | $533K | Sell |
9,730
-4,616
| -32% | -$253K | 0.13% | 99 |
|
|
2019
Q1 | $717K | Hold |
14,346
| – | – | 0.18% | 76 |
|
|
2018
Q4 | $654K | Hold |
14,346
| – | – | 0.18% | 77 |
|
|
2018
Q3 | $675K | Hold |
14,346
| – | – | 0.08% | 98 |
|
|
2018
Q2 | $617K | Buy |
14,346
+256
| +2% | +$11K | 0.07% | 105 |
|
|
2018
Q1 | $617K | Buy |
14,090
+6,940
| +97% | +$304K | 0.07% | 99 |
|
|
2017
Q4 | $628K | Sell |
7,150
-92
| -1% | -$8.08K | 0.07% | 106 |
|
|
2017
Q3 | $589K | Hold |
7,242
| – | – | 0.07% | 111 |
|
|
2017
Q2 | $563K | Sell |
7,242
-250
| -3% | -$19.4K | 0.07% | 110 |
|
|
2017
Q1 | $543K | Sell |
7,492
-2,006
| -21% | -$145K | 0.07% | 105 |
|
|
2016
Q4 | $661K | Hold |
9,498
| – | – | 0.09% | 91 |
|
|
2016
Q3 | $683K | Hold |
9,498
| – | – | 0.09% | 89 |
|
|
2016
Q2 | $685K | Sell |
9,498
-116
| -1% | -$8.37K | 0.1% | 86 |
|
|
2016
Q1 | $607K | Sell |
9,614
-23
| -0.2% | -$1.45K | 0.08% | 100 |
|
|
2015
Q4 | $577K | Sell |
9,637
-400
| -4% | -$23.9K | 0.08% | 107 |
|
|
2015
Q3 | $583K | Buy |
10,037
+51
| +0.5% | +$2.96K | 0.09% | 99 |
|
|
2015
Q2 | $621K | Buy |
9,986
+182
| +2% | +$11.3K | 0.07% | 148 |
|
|
2015
Q1 | $628K | Buy |
9,804
+23
| +0.2% | +$1.47K | 0.08% | 144 |
|
|
2014
Q4 | $598K | Buy |
9,781
+200
| +2% | +$12.2K | 0.09% | 105 |
|
|
2014
Q3 | $558K | Buy |
9,581
+105
| +1% | +$6.12K | 0.09% | 135 |
|
|
2014
Q2 | $590K | Hold |
9,476
| – | – | 0.09% | 123 |
|
|
2014
Q1 | $598K | Hold |
9,476
| – | – | 0.1% | 116 |
|
|
2013
Q4 | $633K | Hold |
9,476
| – | – | 0.1% | 101 |
|
|
2013
Q3 | $588K | Buy |
9,476
+138
| +1% | +$8.56K | 0.11% | 95 |
|
|
2013
Q2 | $543K | Buy |
+9,338
| New | +$543K | 0.1% | 106 |
|