Waldron Private Wealth’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 |
-5,479
| Closed | -$334K | – | 298 |
|
|
2024
Q4 | $334K | Buy |
5,479
+357
| +7% | +$21.7K | 0.01% | 313 |
|
|
2024
Q3 | $209K | Buy |
+5,122
| New | +$209K | 0.01% | 394 |
|
|
2024
Q2 | – | Sell |
-5,876
| Closed | -$219K | – | 419 |
|
|
2024
Q1 | $219K | Buy |
5,876
+473
| +9% | +$17.6K | 0.01% | 378 |
|
|
2023
Q4 | $266K | Buy |
+5,403
| New | +$266K | 0.01% | 333 |
|