Laurie J. Hall Trustee’s Affirm AFRM Stock Holding History

Laurie J. Hall Trustee’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-50	Closed	-$3K	–	114
2024 Q4	$3K	Hold	50	–	–	﹤0.01%	244
2024 Q3	$2K	Hold	50	–	–	﹤0.01%	253
2024 Q2	$2K	Hold	50	–	–	﹤0.01%	241
2024 Q1	$2K	Hold	50	–	–	﹤0.01%	243
2023 Q4	$2K	Hold	50	–	–	﹤0.01%	247
2023 Q3	$1K	Hold	50	–	–	﹤0.01%	250
2023 Q2	$1K	Hold	50	–	–	﹤0.01%	261
2023 Q1	$1K	Hold	50	–	–	﹤0.01%	254
2022 Q4	$0	Hold	50	–	–	﹤0.01%	310
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	305
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	306
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	309
2021 Q4	$5K	Hold	50	–	–	﹤0.01%	298
2021 Q3	$6K	Buy	+50	New	+$4K	﹤0.01%	290

Other funds holding AFRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Laurie J. Hall Trustee's AFRM Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Affirm (AFRM) in Q1 2025, closing a stake of 50 shares — an estimated $3K sold.

Laurie J. Hall Trustee first reported a position in AFRM in Q3 2021 and held it in 14 quarters. The position peaked at $6K in Q3 2021. 490 funds tracked by Wall St. Rank hold AFRM as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Affirm position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 50 Affirm shares in Q1 2025, an estimated $3K.
Laurie J. Hall Trustee first reported a position in Affirm in Q3 2021 and held it in 14 quarters.
Laurie J. Hall Trustee's Affirm position peaked at $6K in Q3 2021.
490 funds tracked by Wall St. Rank held Affirm as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.