Choate Investment Advisors’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Hold |
5,384
| – | – | 0.01% | 308 |
|
|
2025
Q1 | $243K | Hold |
5,384
| – | – | 0.01% | 356 |
|
|
2024
Q4 | $328K | Hold |
5,384
| – | – | 0.01% | 316 |
|
|
2024
Q3 | $220K | Buy |
+5,384
| New | +$220K | 0.01% | 359 |
|
|
2024
Q1 | – | Sell |
-5,245
| Closed | -$258K | – | 406 |
|
|
2023
Q4 | $258K | Buy |
+5,245
| New | +$258K | 0.01% | 326 |
|