Kathleen S. Wright Associates’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 | $244K | Sell |
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|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $198K | Buy |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $213K | Buy |
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|
2024
Q2 | $123K | Buy |
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|
2024
Q1 | $126K | Sell |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $178K | Buy |
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|
2023
Q2 | $87.8K | Buy |
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|
2023
Q1 | $53.7K | Buy |
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|
2022
Q4 | $21K | Buy |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $35K | Buy |
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|
2022
Q1 | $60K | Buy |
|