Holistic Financial Partners’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 | $402K | Buy |
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|
2025
Q2 | $378K | Hold |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q4 | $281K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $416K | Buy |
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|
2021
Q2 | $228K | Buy |
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