Charles Schwab’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163M | Buy |
2,359,066
+79,848
| +4% | +$5.52M | 0.03% | 468 |
|
|
2025
Q1 | $103M | Buy |
2,279,218
+7,160
| +0.3% | +$324K | 0.02% | 635 |
|
|
2024
Q4 | $138M | Buy |
2,272,058
+68,848
| +3% | +$4.19M | 0.03% | 504 |
|
|
2024
Q3 | $89.9M | Buy |
2,203,210
+672,883
| +44% | +$27.5M | 0.02% | 721 |
|
|
2024
Q2 | $46.2M | Buy |
1,530,327
+23,310
| +2% | +$704K | 0.01% | 1142 |
|
|
2024
Q1 | $56.2M | Buy |
1,507,017
+136,509
| +10% | +$5.09M | 0.01% | 958 |
|
|
2023
Q4 | $67.3M | Buy |
1,370,508
+72,178
| +6% | +$3.55M | 0.02% | 781 |
|
|
2023
Q3 | $27.6M | Buy |
1,298,330
+23,248
| +2% | +$494K | 0.01% | 1287 |
|
|
2023
Q2 | $19.5M | Buy |
1,275,082
+15,634
| +1% | +$240K | 0.01% | 1520 |
|
|
2023
Q1 | $14.2M | Buy |
1,259,448
+28,342
| +2% | +$319K | ﹤0.01% | 1703 |
|
|
2022
Q4 | $11.9M | Buy |
1,231,106
+69,171
| +6% | +$669K | ﹤0.01% | 1763 |
|
|
2022
Q3 | $21.8M | Buy |
1,161,935
+239,506
| +26% | +$4.49M | 0.01% | 1302 |
|
|
2022
Q2 | $16.7M | Buy |
922,429
+51,470
| +6% | +$930K | 0.01% | 1536 |
|
|
2022
Q1 | $40.3M | Buy |
870,959
+102,301
| +13% | +$4.73M | 0.01% | 1026 |
|
|
2021
Q4 | $77.3M | Buy |
768,658
+290,403
| +61% | +$29.2M | 0.02% | 652 |
|
|
2021
Q3 | $57M | Buy |
478,255
+354,916
| +288% | +$42.3M | 0.02% | 783 |
|
|
2021
Q2 | $8.31M | Buy |
123,339
+45,411
| +58% | +$3.06M | ﹤0.01% | 2091 |
|
|
2021
Q1 | $5.51M | Buy |
+77,928
| New | +$5.51M | ﹤0.01% | 2250 |
|