Catalyst Private Wealth’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41M | Sell |
136,076
-1,775
| -1% | -$123K | 4.19% | 5 |
|
|
2025
Q1 | $6.23M | Sell |
137,851
-16,427
| -11% | -$742K | 3.03% | 6 |
|
|
2024
Q4 | $9.4M | Sell |
154,278
-14,757
| -9% | -$899K | 4.18% | 4 |
|
|
2024
Q3 | $6.9M | Buy |
169,035
+6,794
| +4% | +$277K | 3.38% | 5 |
|
|
2024
Q2 | $4.9M | Sell |
162,241
-2,237
| -1% | -$67.6K | 2.59% | 7 |
|
|
2024
Q1 | $6.13M | Sell |
164,478
-10,870
| -6% | -$405K | 3.21% | 5 |
|
|
2023
Q4 | $8.62M | Sell |
175,348
-29,132
| -14% | -$1.43M | 4.05% | 6 |
|
|
2023
Q3 | $4.35M | Buy |
204,480
+207
| +0.1% | +$4.4K | 2.57% | 6 |
|
|
2023
Q2 | $3.13M | Buy |
204,273
+2,510
| +1% | +$38.5K | 1.96% | 15 |
|
|
2023
Q1 | $2.27M | Buy |
201,763
+3,299
| +2% | +$37.2K | 1.57% | 17 |
|
|
2022
Q4 | $1.92M | Buy |
198,464
+14
| +0% | +$135 | 1.56% | 19 |
|
|
2022
Q3 | $3.72M | Sell |
198,450
-995
| -0.5% | -$18.7K | 2.81% | 5 |
|
|
2022
Q2 | $3.6M | Sell |
199,445
-4,133
| -2% | -$74.6K | 2.55% | 6 |
|
|
2022
Q1 | $9.42M | Buy |
203,578
+29,898
| +17% | +$1.38M | 4.71% | 4 |
|
|
2021
Q4 | $17.5M | Sell |
173,680
-12,424
| -7% | -$1.25M | 7.52% | 3 |
|
|
2021
Q3 | $22.2M | Sell |
186,104
-8,711
| -4% | -$1.04M | 9.5% | 3 |
|
|
2021
Q2 | $13.1M | Buy |
+194,815
| New | +$13.1M | 7.26% | 3 |
|