AssetMark Inc
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AssetMark Inc’s AppFolio APPF Stock Holding History

AssetMark Inc’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.54M Sell
2025
Q1 		$2.05M Buy
2024
Q4 		$634K Buy
2024
Q3 		$563K Buy
2024
Q2 		$78K Buy
2024
Q1 		$74.3K Hold
2023
Q4 		$52.1K Sell
2023
Q3 		$65.7K Hold
2023
Q2 		$62K Hold
2023
Q1 		$44.8K Buy