TCP
ThornTree Capital Partners’s Affirm AFRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $40.9M | Sell |
591,076
-71,765
| -11% | -$4.96M | 6.8% | 4 |
|
2025
Q1 | $30M | Sell |
662,841
-11,240
| -2% | -$508K | 6.61% | 6 |
|
2024
Q4 | $41.1M | Sell |
674,081
-42,634
| -6% | -$2.6M | 5.33% | 5 |
|
2024
Q3 | $29.3M | Sell |
716,715
-181,133
| -20% | -$7.39M | 4.87% | 8 |
|
2024
Q2 | $27.1M | Buy |
+897,848
| New | +$27.1M | 4.62% | 11 |
|
2022
Q4 | – | Sell |
-417,962
| Closed | -$7.84M | – | 18 |
|
2022
Q3 | $7.84M | Sell |
417,962
-17,598
| -4% | -$330K | 2.67% | 15 |
|
2022
Q2 | $7.87M | Sell |
435,560
-14,013
| -3% | -$253K | 3.08% | 12 |
|
2022
Q1 | $20.8M | Buy |
449,573
+134,022
| +42% | +$6.2M | 4.56% | 12 |
|
2021
Q4 | $31.7M | Sell |
315,551
-232,308
| -42% | -$23.4M | 6.14% | 7 |
|
2021
Q3 | $65.3M | Sell |
547,859
-68,012
| -11% | -$8.1M | 9.22% | 1 |
|
2021
Q2 | $41.5M | Sell |
615,871
-142,187
| -19% | -$9.58M | 5.6% | 4 |
|
2021
Q1 | $53.6M | Buy |
+758,058
| New | +$53.6M | 6.91% | 2 |
|