Ownership history in CATALYST PRIVATE WEALTH, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which CATALYST PRIVATE WEALTH, LLC reported a position in AFFIRM HLDGS 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 Q4 | REDUCED | 126,211 | -2,534 | -2.0% | 4.10% | $9.4M | $74.43 |
| 2025 Q3 | REDUCED | 128,745 | -7,331 | -5.4% | 4.13% | $9.4M | $73.08 |
| 2025 Q2 | REDUCED | 136,076 | -1,775 | -1.3% | 4.19% | $9.4M | $69.14 |
| 2025 Q1 | REDUCED | 137,851 | -16,427 | -10.6% | 3.03% | $6.2M | $45.19 |
| 2024 Q4 | REDUCED | 154,278 | -14,757 | -8.7% | 4.18% | $9.4M | $60.90 |
| 2024 Q3 | ADDED | 169,035 | +6,794 | +4.2% | 3.38% | $6.9M | $40.82 |
| 2024 Q2 | REDUCED | 162,241 | -2,237 | -1.4% | 2.59% | $4.9M | $30.21 |
| 2024 Q1 | REDUCED | 164,478 | -10,870 | -6.2% | 3.21% | $6.1M | $37.26 |
| 2023 Q4 | REDUCED | 175,348 | -29,132 | -14.2% | 4.05% | $8.6M | $49.14 |
| 2023 Q3 | ADDED | 204,480 | +207 | +0.1% | 2.57% | $4.3M | $21.27 |
As of 2025 Q4 — sorted by position size