WR Wealth Planners’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $926K | Sell |
8,956
-1,051
| -11% | -$109K | 0.3% | 51 |
|
|
2024
Q3 | $1.12M | Buy |
10,007
+213
| +2% | +$23.8K | 0.31% | 54 |
|
|
2024
Q2 | $875K | Buy |
9,794
+419
| +4% | +$37.4K | 0.27% | 56 |
|
|
2024
Q1 | $805K | Buy |
9,375
+151
| +2% | +$13K | 0.25% | 59 |
|
|
2023
Q4 | $761K | Buy |
9,224
+1,102
| +14% | +$90.9K | 0.28% | 59 |
|
|
2023
Q3 | $623K | Buy |
8,122
+375
| +5% | +$28.8K | 0.24% | 66 |
|
|
2023
Q2 | $541K | Buy |
7,747
+316
| +4% | +$22.1K | 0.21% | 75 |
|
|
2023
Q1 | $479K | Buy |
7,431
+258
| +4% | +$16.6K | 0.21% | 78 |
|
|
2022
Q4 | $516K | Buy |
7,173
+108
| +2% | +$7.77K | 0.32% | 48 |
|
|
2022
Q3 | $397K | Buy |
7,065
+503
| +8% | +$28.3K | 0.28% | 59 |
|
|
2022
Q2 | $363K | Buy |
6,562
+167
| +3% | +$9.24K | 0.24% | 67 |
|
|
2022
Q1 | $412K | Buy |
+6,395
| New | +$412K | 0.25% | 67 |
|