Carson Wealth (CWM LLC)’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $303K | Sell |
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|
2025
Q3 | $954K | Buy |
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|
2025
Q2 | $330K | Sell |
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|
2025
Q1 | $269K | Buy |
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|
2024
Q4 | $357K | Buy |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $171K | Sell |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $285K | Sell |
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|
2023
Q3 | $124K | Buy |
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|
2023
Q2 | $88K | Sell |
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|
2023
Q1 | $69K | Sell |
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|
2022
Q4 | $62K | Buy |
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|
2022
Q3 | $66K | Buy |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $60K | Buy |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $40K | Buy |
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