Geneos 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 | $494K | Sell |
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|
2025
Q2 | $471K | Buy |
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|
2025
Q1 | $17K | Sell |
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|
2024
Q4 | $32K | Buy |
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|
2024
Q3 | $4.69K | Hold |
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|
2024
Q2 | $3.47K | Hold |
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|
2024
Q1 | $4.29K | Hold |
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|
2023
Q4 | $5.65K | Hold |
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|
2023
Q3 | $2.45K | Hold |
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|
2023
Q2 | $1.76K | Hold |
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|
2023
Q1 | $1.3K | Hold |
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|
2022
Q4 | $1.11K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $37K | Buy |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $7K | Buy |
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