Cypress Point Wealth Management’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$363K Buy
2023
Q4
Sell
2023
Q3
$1.01M Sell
2023
Q2
$1.4M Hold
2023
Q1
$1.03M Hold
2022
Q4
$883K Hold
2022
Q3
$1.71M Hold
2022
Q2
$1.65M Hold
2022
Q1
$4.23M Hold
2021
Q4
$9.18M Sell
2021
Q3
$14.8M Hold
2021
Q2
$8.34M Buy
2021
Q1
$808K Buy