DPW
AFRM icon

DiNuzzo Private Wealth’s Affirm AFRM Stock Holding History

DiNuzzo Private Wealth’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
2026
Q2 		$2.61K Buy
32
+8
+33% +$523 ﹤0.01% 588
2026
Q1 		$1.1K Sell
24
-5
-17% -$289 ﹤0.01% 847
2025
Q4 		$2.16K Buy
29
+3
+12% +$216 ﹤0.01% 616
2025
Q3 		$2.3K Buy
26
+4
+18% +$304 ﹤0.01% 590
2025
Q2 		$1.52K Buy
22
+8
+57% +$415 ﹤0.01% 706
2025
Q1 		$633 Sell
14
-11
-44% -$652 ﹤0.01% 971
2024
Q4 		$1.52K Buy
25
+9
+56% +$500 ﹤0.01% 700
2024
Q3 		$654 Hold
16
– – ﹤0.01% 1011
2024
Q2 		$484 Buy
16
+2
+14% +$64 ﹤0.01% 1049
2024
Q1 		$522 Buy
14
+2
+17% +$80 ﹤0.01% 961
2023
Q4 		$590 Buy
+12
New +$347 ﹤0.01% 917

Other funds holding AFRM

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return