Kathleen S. Wright Associates’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
4,052
-323
| -7% | -$22.3K | 0.11% | 97 |
|
|
2025
Q1 | $198K | Buy |
4,375
+1,047
| +31% | +$47.3K | 0.08% | 110 |
|
|
2024
Q4 | $203K | Sell |
3,328
-1,882
| -36% | -$115K | 0.08% | 112 |
|
|
2024
Q3 | $213K | Buy |
5,210
+1,128
| +28% | +$46K | 0.09% | 111 |
|
|
2024
Q2 | $123K | Buy |
4,082
+705
| +21% | +$21.3K | 0.06% | 118 |
|
|
2024
Q1 | $126K | Sell |
3,377
-869
| -20% | -$32.4K | 0.06% | 114 |
|
|
2023
Q4 | $209K | Sell |
4,246
-4,141
| -49% | -$203K | 0.11% | 97 |
|
|
2023
Q3 | $178K | Buy |
8,387
+2,660
| +46% | +$56.6K | 0.1% | 96 |
|
|
2023
Q2 | $87.8K | Buy |
5,727
+966
| +20% | +$14.8K | 0.06% | 94 |
|
|
2023
Q1 | $53.7K | Buy |
4,761
+2,538
| +114% | +$28.6K | 0.04% | 107 |
|
|
2022
Q4 | $21K | Buy |
2,223
+691
| +45% | +$6.53K | 0.01% | 134 |
|
|
2022
Q3 | $29K | Sell |
1,532
-404
| -21% | -$7.65K | 0.02% | 121 |
|
|
2022
Q2 | $35K | Buy |
1,936
+635
| +49% | +$11.5K | 0.03% | 108 |
|
|
2022
Q1 | $60K | Buy |
+1,301
| New | +$60K | 0.04% | 101 |
|