CPWM
Cypress Point Wealth Management’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
+5,253
| New | +$363K | 0.09% | 65 |
|
|
2023
Q4 | – | Sell |
-47,382
| Closed | -$1.01M | – | 55 |
|
|
2023
Q3 | $1.01M | Sell |
47,382
-43,936
| -48% | -$935K | 0.89% | 27 |
|
|
2023
Q2 | $1.4M | Hold |
91,318
| – | – | 1.49% | 17 |
|
|
2023
Q1 | $1.03M | Hold |
91,318
| – | – | 1.45% | 17 |
|
|
2022
Q4 | $883K | Hold |
91,318
| – | – | 1.38% | 22 |
|
|
2022
Q3 | $1.71M | Hold |
91,318
| – | – | 3.18% | 9 |
|
|
2022
Q2 | $1.65M | Hold |
91,318
| – | – | 2.89% | 11 |
|
|
2022
Q1 | $4.23M | Hold |
91,318
| – | – | 4.29% | 5 |
|
|
2021
Q4 | $9.18M | Sell |
91,318
-32,500
| -26% | -$3.27M | 8.51% | 2 |
|
|
2021
Q3 | $14.8M | Hold |
123,818
| – | – | 10.52% | 2 |
|
|
2021
Q2 | $8.34M | Buy |
123,818
+112,390
| +983% | +$7.57M | 5.93% | 4 |
|
|
2021
Q1 | $808K | Buy |
+11,428
| New | +$808K | 0.84% | 12 |
|