Wellington Management Group’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $147M | Buy |
2,128,997
+474,656
| +29% | +$32.8M | 0.03% | 431 |
|
2025
Q1 | $74.8M | Buy |
1,654,341
+126,815
| +8% | +$5.73M | 0.01% | 582 |
|
2024
Q4 | $93M | Sell |
1,527,526
-453,113
| -23% | -$27.6M | 0.02% | 548 |
|
2024
Q3 | $80.8M | Buy |
1,980,639
+1,203,450
| +155% | +$49.1M | 0.01% | 584 |
|
2024
Q2 | $23.5M | Buy |
777,189
+90,417
| +13% | +$2.73M | ﹤0.01% | 901 |
|
2024
Q1 | $25.6M | Buy |
686,772
+438,257
| +176% | +$16.3M | ﹤0.01% | 888 |
|
2023
Q4 | $12.2M | Sell |
248,515
-600,454
| -71% | -$29.5M | ﹤0.01% | 1061 |
|
2023
Q3 | $18.1M | Sell |
848,969
-1,454,316
| -63% | -$30.9M | ﹤0.01% | 955 |
|
2023
Q2 | $35.3M | Buy |
+2,303,285
| New | +$35.3M | 0.01% | 799 |
|
2023
Q1 | – | Sell |
-1,420,531
| Closed | -$13.7M | – | 1984 |
|
2022
Q4 | $13.7M | Buy |
1,420,531
+343,367
| +32% | +$3.32M | ﹤0.01% | 1000 |
|
2022
Q3 | $20.2M | Buy |
+1,077,164
| New | +$20.2M | ﹤0.01% | 904 |
|
2022
Q2 | – | Sell |
-143,367
| Closed | -$6.64M | – | 2059 |
|
2022
Q1 | $6.64M | Sell |
143,367
-1,517,905
| -91% | -$70.2M | ﹤0.01% | 1310 |
|
2021
Q4 | $167M | Sell |
1,661,272
-2,197,234
| -57% | -$221M | 0.03% | 496 |
|
2021
Q3 | $460M | Sell |
3,858,506
-919,911
| -19% | -$110M | 0.08% | 242 |
|
2021
Q2 | $322M | Buy |
4,778,417
+1,109,600
| +30% | +$74.7M | 0.05% | 325 |
|
2021
Q1 | $258M | Buy |
+3,668,817
| New | +$258M | 0.05% | 370 |
|