Prestige Wealth Management Group’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-757
| Closed | -$46.1K | – | 1011 |
|
|
2024
Q4 | $46.1K | Buy |
757
+332
| +78% | +$20.2K | 0.01% | 264 |
|
|
2024
Q3 | $17.3K | Buy |
+425
| New | +$17.3K | ﹤0.01% | 361 |
|
|
2022
Q2 | – | Sell |
-31
| Closed | -$1K | – | 967 |
|
|
2022
Q1 | $1K | Sell |
31
-2,434
| -99% | -$78.5K | ﹤0.01% | 836 |
|
|
2021
Q4 | $248K | Sell |
2,465
-140
| -5% | -$14.1K | 0.06% | 120 |
|
|
2021
Q3 | $310K | Buy |
+2,605
| New | +$310K | 0.08% | 102 |
|