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Integrated Wealth Concepts’s Affirm AFRM Stock Holding History

Integrated Wealth Concepts’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$365K Sell
5,279
-14,213
-73% -$983K ﹤0.01% 1453
2025
Q1 		$881K Buy
19,492
+8,534
+78% +$386K 0.01% 886
2024
Q4 		$667K Buy
+10,958
New +$667K 0.01% 995