LWL
Leo Wealth LLC’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69M | Buy |
998,091
+45,786
| +5% | +$3.17M | 5.37% | 2 |
|
|
2025
Q1 | $43M | Sell |
952,305
-73,208
| -7% | -$3.31M | 6.19% | 2 |
|
|
2024
Q4 | $62.5M | Sell |
1,025,513
-79,000
| -7% | -$4.81M | 5.6% | 2 |
|
|
2024
Q3 | $45.1M | Sell |
1,104,513
-38,706
| -3% | -$1.58M | 4.12% | 5 |
|
|
2024
Q2 | $34.5M | Buy |
1,143,219
+35
| +0% | +$1.06K | 3.52% | 6 |
|
|
2024
Q1 | $42.6M | Sell |
1,143,184
-29,927
| -3% | -$1.12M | 4.36% | 4 |
|
|
2023
Q4 | $57.6M | Buy |
+1,173,111
| New | +$57.6M | 5.97% | 3 |
|