Venturi Wealth Management’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 |
-1,422
| Closed | -$86.6K | – | 580 |
|
|
2024
Q4 | $86.6K | Buy |
1,422
+325
| +30% | +$19.8K | ﹤0.01% | 836 |
|
|
2024
Q3 | $44.8K | Buy |
1,097
+732
| +201% | +$29.9K | ﹤0.01% | 802 |
|
|
2024
Q2 | $11K | Buy |
365
+253
| +226% | +$7.64K | ﹤0.01% | 1081 |
|
|
2024
Q1 | $4.17K | Buy |
+112
| New | +$4.17K | ﹤0.01% | 1128 |
|