Mount Yale Investment Advisors, LLC Aflac Inc Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Aflac Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 15,227 shares of AFL stock, worth $1.58 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

15,227

Previous 18,249 16.56%

Holding current value

$1.58 Million

Previous $1.63 Million 4.48%

% of portfolio

0.17%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$88.52 - $111.8 $267,507 - $337,859	-3,022 Reduced 16.56%	15,227 $1.7 Million
Q2 2024 Aug 13, 2024	BUY	$79.64 - $90.43 $365,388 - $414,892	4,588 Added 33.58%	18,249 $1.63 Million
Q1 2024 May 15, 2024	BUY	$76.2 - $85.86 $462,610 - $521,256	6,071 Added 79.99%	13,661 $1.17 Million
Q4 2023 Feb 12, 2024	SELL	$75.43 - $84.35 $696,973 - $779,394	-9,240 Reduced 54.9%	7,590 $626,000
Q3 2023 Oct 11, 2023	SELL	$69.57 - $77.95 $22,749 - $25,489	-327 Reduced 1.91%	16,830 $1.29 Million
Q2 2023 Aug 14, 2023	BUY	$63.91 - $70.36 $8,308 - $9,146	130 Added 0.76%	17,157 $1.2 Million
Q1 2023 May 11, 2023	SELL	$61.24 - $73.83 $37,968 - $45,774	-620 Reduced 3.51%	17,027 $1.1 Million
Q4 2022 Feb 13, 2023	SELL	$57.69 - $72.5 $5,076 - $6,380	-88 Reduced 0.5%	17,647 $1.27 Million
Q3 2022 Nov 07, 2022	BUY	$53.45 - $64.55 $947,935 - $1.14 Million	17,735 New	17,735 $997,000
Q2 2020 Jul 09, 2020	SELL	$31.83 - $42.1 $403,859 - $534,164	-12,688 Closed	0 $0
Q1 2020 May 04, 2020	BUY	$25.27 - $53.42 $133,501 - $282,217	5,283 Added 71.34%	12,688 $434,000
Q4 2019 Feb 13, 2020	BUY	$50.58 - $54.84 $43,448 - $47,107	859 Added 13.12%	7,405 $382,000
Q3 2019 Nov 14, 2019	BUY	$48.36 - $56.89 $26,259 - $30,891	543 Added 9.05%	6,546 $353,000
Q2 2019 Aug 13, 2019	BUY	$48.56 - $55.34 $1,602 - $1,826	33 Added 0.55%	6,003 $313,000
Q1 2019 May 15, 2019	SELL	$44.37 - $50.25 $5,546 - $6,281	-125 Reduced 2.05%	5,970 $298,000
Q4 2018 Feb 14, 2019	SELL	$41.7 - $47.41 $11,008 - $12,516	-264 Reduced 4.15%	6,095 $294,000
Q3 2018 Nov 13, 2018	BUY	$42.48 - $48.04 $270,130 - $305,486	6,359 New	6,359 $287,000

Others Institutions Holding AFL

# of Institutions

1,694

Shares Held

371M

Call Options Held

4.13M

Put Options Held

2.31M

View Full List

About AFLAC INC

Ticker AFL
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 631,916,032
Market Cap $65.4B
Description
Aflac Incorporated, through its subsidiaries, provides supplemental health and life insurance products. It operates through two segments, Aflac Japan and Aflac U.S. The Aflac Japan segment offers cancer, medical, nursing care income support, GIFT, and whole and term life insurance products, as well as WAYS and child endowment plans under saving ...

More about AFL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Account

Mount Yale Investment Advisors, LLC Aflac Inc Transaction History