Mission Wealth Management’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Sell
19,532
-771
-4% -$53.3K 0.03% 259
2025
Q1
$917K Buy
20,303
+803
+4% +$36.3K 0.02% 307
2024
Q4
$1.19M Buy
19,500
+1
+0% +$61 0.03% 236
2024
Q3
$796K Hold
19,499
0.02% 322
2024
Q2
$589K Hold
19,499
0.02% 357
2024
Q1
$727K Sell
19,499
-14
-0.1% -$522 0.02% 335
2023
Q4
$959K Buy
+19,513
New +$959K 0.03% 235