Heritage Wealth Advisors’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 | $1.1K | Hold |
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|
2025
Q2 | $1.04K | Hold |
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|
2025
Q1 | $678 | Hold |
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|
2024
Q4 | $914 | Hold |
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|
2024
Q3 | $612 | Hold |
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|
2024
Q2 | $453 | Hold |
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|
2024
Q1 | $559 | Hold |
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|
2023
Q4 | $737 | Hold |
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|
2023
Q3 | $319 | Hold |
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|
2023
Q2 | $230 | Hold |
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|
2023
Q1 | $169 | Hold |
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|
2022
Q4 | $145 | Hold |
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|
2022
Q3 | $281 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $1K | Buy |
|