Global Wealth Strategies & Associates’s Affirm AFRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-814	Closed	-$60.6K	–	544
2025 Q4	$60.6K	Hold	814	–	–	0.02%	139
2025 Q3	$59.5K	Sell	814 -814	-50%	-$61.9K	0.02%	136
2025 Q2	$113K	Hold	1,628	–	–	0.03%	70
2025 Q1	$73.6K	Sell	1,628 -142	-8%	-$8.41K	0.02%	92
2024 Q4	$108K	Hold	1,770	–	–	0.03%	70
2024 Q3	$72.3K	Hold	1,770	–	–	0.02%	78
2024 Q2	$53.5K	Buy	1,770 +800	+82%	+$25.7K	0.02%	84
2024 Q1	$36.1K	Buy	970 +470	+94%	+$18.8K	0.01%	106
2023 Q4	$24.6K	Sell	500 -500	-50%	-$14.5K	0.01%	112
2023 Q3	$21.3K	Sell	1,000 -472	-32%	-$8.63K	0.01%	113
2023 Q2	$22.6K	Buy	1,472 +361	+32%	+$4.79K	0.01%	109
2023 Q1	$12.5K	Buy	1,111 +364	+49%	+$4.59K	0.01%	144
2022 Q4	$7.22K	Buy	+747	New	+$11.3K	﹤0.01%	185