Creative Financial Designs’s Affirm AFRM Stock Holding History

Creative Financial Designs’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$226	–	2011
2025 Q1	$226	Sell	5 -735	-99%	-$43.5K	﹤0.01%	1973
2024 Q4	$45.1K	Buy	740 +640	+640%	+$35.6K	﹤0.01%	817
2024 Q3	$4.08K	Hold	100	–	–	﹤0.01%	1427
2024 Q2	$3.02K	Hold	100	–	–	﹤0.01%	1423
2024 Q1	$3.73K	Sell	100 -565	-85%	-$22.6K	﹤0.01%	1376
2023 Q4	$32.7K	Buy	665 +300	+82%	+$8.67K	﹤0.01%	784
2023 Q3	$7.76K	Hold	365	–	–	﹤0.01%	1089
2023 Q2	$5.59K	Hold	365	–	–	﹤0.01%	1154
2023 Q1	$4.11K	Hold	365	–	–	﹤0.01%	1160
2022 Q4	$3.53K	Hold	365	–	–	﹤0.01%	1097
2022 Q3	$7K	Hold	365	–	–	﹤0.01%	950
2022 Q2	$7K	Sell	365 -65	-15%	-$1.77K	﹤0.01%	925
2022 Q1	$20K	Sell	430 -125	-23%	-$6.54K	﹤0.01%	760
2021 Q4	$56K	Buy	555 +90	+19%	+$11.9K	0.01%	547
2021 Q3	$55K	Buy	465 +100	+27%	+$7.99K	0.01%	592
2021 Q2	$25K	Sell	365 -380	-51%	-$24.2K	﹤0.01%	789
2021 Q1	$53K	Buy	+745	New	+$72.4K	0.01%	546

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return