J.P. Morgan Private Wealth Advisors’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.88M | Buy |
+135,175
| New | +$2.88M | 0.01% | 633 |
|
|
2023
Q2 | – | Sell |
-99,037
| Closed | -$1.12M | – | 1475 |
|
|
2023
Q1 | $1.12M | Buy |
99,037
+6,372
| +7% | +$71.8K | ﹤0.01% | 1118 |
|
|
2022
Q4 | $896K | Sell |
92,665
-23,435
| -20% | -$227K | ﹤0.01% | 1192 |
|
|
2022
Q3 | $2.18M | Buy |
116,100
+21,860
| +23% | +$410K | 0.01% | 811 |
|
|
2022
Q2 | $1.7M | Sell |
94,240
-3,616
| -4% | -$65.3K | ﹤0.01% | 893 |
|
|
2022
Q1 | $4.53M | Sell |
97,856
-6,524
| -6% | -$302K | 0.01% | 650 |
|
|
2021
Q4 | $10.5M | Buy |
104,380
+51,037
| +96% | +$5.13M | 0.02% | 425 |
|
|
2021
Q3 | $6.36M | Buy |
53,343
+23,724
| +80% | +$2.83M | 0.02% | 536 |
|
|
2021
Q2 | $2M | Buy |
29,619
+11,691
| +65% | +$787K | 0.01% | 882 |
|
|
2021
Q1 | $1.27M | Buy |
+17,928
| New | +$1.27M | ﹤0.01% | 939 |
|