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Ballentine Partners’s Affirm AFRM Stock Holding History

Ballentine Partners’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.26M Sell
76,022
-246
-0.3% -$17K 0.08% 89
2025
Q1 		$3.45M Buy
76,268
+72,186
+1,768% +$3.26M 0.06% 112
2024
Q4 		$249K Buy
+4,082
New +$249K ﹤0.01% 684