Ameriprise
AMK

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-13,884
Closed -$345K 4053
2021
Q3
$345K Hold
13,884
﹤0.01% 3516
2021
Q2
$348K Sell
13,884
-33,400
-71% -$837K ﹤0.01% 3584
2021
Q1
$1.1M Sell
47,284
-28,500
-38% -$665K ﹤0.01% 3104
2020
Q4
$1.83M Buy
75,784
+7,820
+12% +$189K ﹤0.01% 2835
2020
Q3
$1.48M Buy
67,964
+7,000
+11% +$152K ﹤0.01% 2810
2020
Q2
$1.66M Buy
60,964
+15,753
+35% +$430K ﹤0.01% 2699
2020
Q1
$922K Buy
45,211
+6,947
+18% +$142K ﹤0.01% 2856
2019
Q4
$1.11M Buy
38,264
+15,400
+67% +$447K ﹤0.01% 3011
2019
Q3
$596K Buy
+22,864
New +$596K ﹤0.01% 3236