FIA
Foundations Investment Advisors’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
+4,305
| New | +$298K | ﹤0.01% | 746 |
|
|
2025
Q1 | – | Sell |
-4,054
| Closed | -$247K | – | 856 |
|
|
2024
Q4 | $247K | Buy |
+4,054
| New | +$247K | ﹤0.01% | 713 |
|
|
2023
Q3 | – | Sell |
-20,288
| Closed | -$311K | – | 641 |
|
|
2023
Q2 | $311K | Sell |
20,288
-1,699
| -8% | -$26K | 0.01% | 464 |
|
|
2023
Q1 | $248K | Buy |
21,987
+5,367
| +32% | +$60.5K | 0.01% | 433 |
|
|
2022
Q4 | $161K | Buy |
16,620
+4,608
| +38% | +$44.6K | 0.01% | 422 |
|
|
2022
Q3 | $225K | Sell |
12,012
-2,854
| -19% | -$53.5K | 0.01% | 360 |
|
|
2022
Q2 | $300K | Buy |
14,866
+1,854
| +14% | +$37.4K | 0.01% | 300 |
|
|
2022
Q1 | $458K | Buy |
13,012
+6,129
| +89% | +$216K | 0.02% | 208 |
|
|
2021
Q4 | $542K | Buy |
+6,883
| New | +$542K | 0.02% | 194 |
|