TBWA
Three Bridge Wealth Advisors’s Affirm AFRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,096,587
| Closed | -$53.9M | – | 93 |
|
|
2023
Q4 | $53.9M | Sell |
1,096,587
-895,000
| -45% | -$44M | 18.64% | 1 |
|
|
2023
Q3 | $42.4M | Sell |
1,991,587
-60,000
| -3% | -$1.28M | 17.58% | 1 |
|
|
2023
Q2 | $31.5M | Sell |
2,051,587
-216,800
| -10% | -$3.32M | 13.32% | 2 |
|
|
2023
Q1 | $25.6M | Sell |
2,268,387
-190,000
| -8% | -$2.14M | 11.85% | 2 |
|
|
2022
Q4 | $23.8M | Hold |
2,458,387
| – | – | 12.74% | 2 |
|
|
2022
Q3 | $46.1M | Sell |
2,458,387
-30,000
| -1% | -$563K | 23.47% | 1 |
|
|
2022
Q2 | $44.9M | Sell |
2,488,387
-773,265
| -24% | -$14M | 22.01% | 1 |
|
|
2022
Q1 | $151M | Buy |
+3,261,652
| New | +$151M | 42.21% | 1 |
|