HB Wealth Management’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
6,315
-5,156
| -45% | -$356K | ﹤0.01% | 777 |
|
|
2025
Q1 | $518K | Buy |
11,471
+252
| +2% | +$11.4K | ﹤0.01% | 736 |
|
|
2024
Q4 | $683K | Buy |
11,219
+98
| +0.9% | +$5.97K | 0.01% | 521 |
|
|
2024
Q3 | $454K | Buy |
11,121
+1,517
| +16% | +$61.9K | ﹤0.01% | 609 |
|
|
2024
Q2 | $290K | Sell |
9,604
-302
| -3% | -$9.12K | ﹤0.01% | 714 |
|
|
2024
Q1 | $369K | Buy |
9,906
+2,794
| +39% | +$104K | ﹤0.01% | 585 |
|
|
2023
Q4 | $349K | Buy |
+7,112
| New | +$349K | 0.01% | 554 |
|