Carson Wealth (CWM LLC)’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
4,766
-1,184
| -20% | -$82K | ﹤0.01% | 1797 |
|
|
2025
Q1 | $269K | Buy |
5,950
+89
| +2% | +$4.02K | ﹤0.01% | 1729 |
|
|
2024
Q4 | $357K | Buy |
5,861
+552
| +10% | +$33.6K | ﹤0.01% | 1508 |
|
|
2024
Q3 | $217K | Sell |
5,309
-345
| -6% | -$14.1K | ﹤0.01% | 1713 |
|
|
2024
Q2 | $171K | Sell |
5,654
-124
| -2% | -$3.75K | ﹤0.01% | 1662 |
|
|
2024
Q1 | $215K | Sell |
5,778
-24
| -0.4% | -$893 | ﹤0.01% | 1481 |
|
|
2023
Q4 | $285K | Sell |
5,802
-32
| -0.5% | -$1.57K | ﹤0.01% | 1272 |
|
|
2023
Q3 | $124K | Buy |
5,834
+65
| +1% | +$1.38K | ﹤0.01% | 1515 |
|
|
2023
Q2 | $88K | Sell |
5,769
-370
| -6% | -$5.64K | ﹤0.01% | 1628 |
|
|
2023
Q1 | $69K | Sell |
6,139
-271
| -4% | -$3.05K | ﹤0.01% | 1686 |
|
|
2022
Q4 | $62K | Buy |
6,410
+2,886
| +82% | +$27.9K | ﹤0.01% | 1612 |
|
|
2022
Q3 | $66K | Buy |
3,524
+2,722
| +339% | +$51K | ﹤0.01% | 1526 |
|
|
2022
Q2 | $14K | Buy |
802
+73
| +10% | +$1.27K | ﹤0.01% | 2340 |
|
|
2022
Q1 | $34K | Buy |
729
+137
| +23% | +$6.39K | ﹤0.01% | 1784 |
|
|
2021
Q4 | $60K | Buy |
+592
| New | +$60K | ﹤0.01% | 1494 |
|
|
2021
Q2 | $40K | Hold |
588
| – | – | ﹤0.01% | 1483 |
|
|
2021
Q1 | $40K | Hold |
588
| – | – | ﹤0.01% | 1483 |
|
|
2020
Q4 | $40K | Hold |
588
| – | – | ﹤0.01% | 1483 |
|
|
2020
Q3 | $40K | Hold |
588
| – | – | ﹤0.01% | 1483 |
|
|
2020
Q2 | $40K | Hold |
588
| – | – | ﹤0.01% | 1483 |
|
|
2020
Q1 | $40K | Hold |
588
| – | – | ﹤0.01% | 1483 |
|
|
2019
Q4 | $40K | Hold |
588
| – | – | ﹤0.01% | 1483 |
|
|
2019
Q3 | $40K | Hold |
588
| – | – | ﹤0.01% | 1483 |
|
|
2019
Q2 | $40K | Hold |
588
| – | – | ﹤0.01% | 1483 |
|
|
2019
Q1 | $40K | Buy |
+588
| New | +$40K | ﹤0.01% | 1483 |
|