AlphaQuest’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,894
Closed -$204K 2025
2024
Q2
$204K Buy
5,894
+103
+2% +$3.56K 0.03% 738
2024
Q1
$205K Sell
5,791
-12,822
-69% -$454K 0.04% 640
2023
Q4
$557K Buy
+18,613
New +$557K 0.12% 308