Bartlett & Co Wealth Management’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14
Closed -$633 1245
2025
Q1
$633 Hold
14
﹤0.01% 1135
2024
Q4
$853 Hold
14
﹤0.01% 1081
2024
Q3
$571 Buy
+14
New +$571 ﹤0.01% 1091