Ownership history in Activest Wealth Management · 13 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in AFFIRM HOLDINGS INC (AFRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 1 | — | 0% | 0.00% | $73 | $73.08 |
| 2025 Q2 | REDUCED | 1 | -7 | -87.5% | 0.00% | $69 | $69.14 |
| 2025 Q1 | REDUCED | 8 | -296 | -97.4% | 0.00% | $362 | $45.19 |
| 2024 Q2 | UNCHANGED | 304 | — | 0% | 0.00% | $9K | $30.21 |
| 2024 Q1 | UNCHANGED | 304 | — | 0% | 0.01% | $11K | $37.26 |
| 2023 Q4 | REDUCED | 304 | -579 | -65.6% | 0.01% | $15K | $49.14 |
| 2023 Q3 | ADDED | 883 | +297 | +50.7% | 0.01% | $19K | $21.27 |
| 2023 Q1 | REDUCED | 586 | -4,060 | -87.4% | 0.00% | $6K | $11.27 |
| 2022 Q4 | ADDED | 4,646 | +840 | +22.1% | 0.04% | $148K | $9.67 |
| 2022 Q3 | ADDED | 3,806 | +3,715 | +4082.4% | 0.05% | $158K | $18.76 |
As of 2025 Q4 — sorted by position size