Diversified Trust’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
4,556
-2,274
| -33% | -$157K | 0.01% | 737 |
|
|
2025
Q1 | $309K | Buy |
6,830
+3,141
| +85% | +$142K | 0.01% | 721 |
|
|
2024
Q4 | $225K | Buy |
+3,689
| New | +$225K | 0.01% | 824 |
|
|
2024
Q1 | – | Sell |
-4,643
| Closed | -$228K | – | 834 |
|
|
2023
Q4 | $228K | Buy |
+4,643
| New | +$228K | 0.01% | 746 |
|