Activest Wealth Management’s Affirm AFRM Stock Holding History

Activest Wealth Management’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$73	–	1127
2025 Q3	$73	Hold	1	–	–	﹤0.01%	1075
2025 Q2	$69	Sell	1 -7	-88%	-$363	﹤0.01%	985
2025 Q1	$362	Buy	+8	New	+$474	﹤0.01%	880
2024 Q4	–	Hold	0	–	–	–	902
2024 Q3	–	Sell	-304	Closed	-$10.1K	–	578
2024 Q2	$9.2K	Hold	304	–	–	﹤0.01%	303
2024 Q1	$11.3K	Hold	304	–	–	0.01%	212
2023 Q4	$15K	Sell	304 -579	-66%	-$16.7K	0.01%	167
2023 Q3	$18.8K	Buy	+883	New	+$16.1K	0.01%	137
2023 Q2	–	Sell	-586	Closed	-$6.1K	–	291
2023 Q1	$6.1K	Sell	586 -4,060	-87%	-$51.1K	﹤0.01%	201
2022 Q4	$148K	Buy	4,646 +840	+22%	+$12.7K	0.04%	107
2022 Q3	$158K	Buy	3,806 +3,715	+4,082%	+$97.2K	0.05%	98
2022 Q2	$2K	Hold	91	–	–	﹤0.01%	317
2022 Q1	$4K	Buy	91 +59	+184%	+$3.09K	﹤0.01%	266
2021 Q4	$3K	Buy	+32	New	+$4.23K	﹤0.01%	280

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return