Pacific Heights Asset 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 | $25.9M | Buy |
375,000
+55,000
| +17% | +$3.8M | 1.38% | 13 |
|
|
2025
Q1 | $14.5M | Buy |
320,000
+5,000
| +2% | +$226K | 0.98% | 32 |
|
|
2024
Q4 | $19.2M | Hold |
315,000
| – | – | 1.31% | 15 |
|
|
2024
Q3 | $12.9M | Hold |
315,000
| – | – | 0.96% | 32 |
|
|
2024
Q2 | $9.52M | Hold |
315,000
| – | – | 0.75% | 44 |
|
|
2024
Q1 | $11.7M | Hold |
315,000
| – | – | 0.96% | 35 |
|
|
2023
Q4 | $15.5M | Hold |
315,000
| – | – | 1.33% | 23 |
|
|
2023
Q3 | $6.7M | Hold |
315,000
| – | – | 0.63% | 53 |
|
|
2023
Q2 | $4.83M | Hold |
315,000
| – | – | 0.44% | 63 |
|
|
2023
Q1 | $3.55M | Hold |
315,000
| – | – | 0.33% | 67 |
|
|
2022
Q4 | $3.05M | Sell |
315,000
-96,000
| -23% | -$928K | 0.3% | 72 |
|
|
2022
Q3 | $7.71M | Hold |
411,000
| – | – | 0.82% | 45 |
|
|
2022
Q2 | $7.42M | Buy |
411,000
+75,000
| +22% | +$1.35M | 0.76% | 51 |
|
|
2022
Q1 | $15.6M | Buy |
336,000
+175,000
| +109% | +$8.1M | 1.33% | 20 |
|
|
2021
Q4 | $16.2M | Buy |
161,000
+26,000
| +19% | +$2.61M | 1.36% | 18 |
|
|
2021
Q3 | $16.1M | Hold |
135,000
| – | – | 1.53% | 14 |
|
|
2021
Q2 | $9.09M | Buy |
135,000
+25,000
| +23% | +$1.68M | 0.83% | 44 |
|
|
2021
Q1 | $7.78M | Buy |
+110,000
| New | +$7.78M | 0.71% | 50 |
|