West Oak Capital’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28 | Hold |
40
| – | – | ﹤0.01% | 266 |
|
|
2025
Q1 | $18 | Hold |
40
| – | – | ﹤0.01% | 273 |
|
|
2024
Q4 | $24K | Hold |
40
| – | – | ﹤0.01% | 273 |
|
|
2024
Q3 | $16 | Hold |
40
| – | – | ﹤0.01% | 275 |
|
|
2024
Q2 | $1.21K | Hold |
40
| – | – | ﹤0.01% | 296 |
|
|
2024
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 285 |
|
|
2023
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 283 |
|
|
2023
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 286 |
|
|
2023
Q2 | $613 | Hold |
40
| – | – | ﹤0.01% | 304 |
|
|
2023
Q1 | $451 | Hold |
40
| – | – | ﹤0.01% | 308 |
|
|
2022
Q4 | $0 | Hold |
40
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 307 |
|
|
2022
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 305 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 320 |
|
|
2021
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 309 |
|