Algert Global’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $2.86M | Sell |
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|
2023
Q3 | $2.67M | Sell |
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|
2023
Q2 | $3.33M | Buy |
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|
2023
Q1 | $3.02M | Buy |
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $955K | Buy |
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|
2021
Q4 | $487K | Buy |
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