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