UBS O'Connor’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,000
| Closed | -$612K | – | 342 |
|
|
2024
Q3 | $612K | Buy |
15,000
+500
| +3% | +$20.4K | 0.02% | 322 |
|
|
2024
Q2 | $438K | Sell |
14,500
-4,000
| -22% | -$121K | 0.01% | 365 |
|
|
2024
Q1 | $689K | Buy |
+18,500
| New | +$689K | 0.02% | 308 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 518 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 562 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 24 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 911 |
|