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Hall Private Wealth Advisors

SEC CIK
0001744091
Latest filing
Nov 15, 2023

AFRM holding history

Affirm Holdings, Inc. in every 13F filed by Hall Private Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFRM overviewAll 13F holders of AFRMFull Q3 2023 holdings

Shares (Q3 2023)
17,500
Value
$372.2K
% of portfolio
0.3%
Quarters held
9
Since Q3 2021
Holdings of AFRM by Hall Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202317,500$372.2K0.3%−2,500−12.5%ReducedHolders
Q2 202320,000$306.6K0.2%+10,000+100.0%AddedHolders
Q1 202310,000$112.7K0.1%00.0%UnchangedHolders
Q4 202210,000$96.7K0.1%00.0%UnchangedHolders
Q3 202210,000$188.0K0.1%00.0%UnchangedHolders
Q2 202210,000$181.0K0.1%00.0%UnchangedHolders
Q1 202210,000$463.0K0.2%+7,500+300.0%AddedHolders
Q4 20212,500$251.0K0.2%00.0%UnchangedHolders
Q3 20212,500$298.0K0.2%+2,500NewHolders