AssetMark Inc’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1K | Buy |
407
+47
| +13% | +$4.06K | ﹤0.01% | 1661 |
|
|
2025
Q1 | $18.7K | Buy |
360
+345
| +2,300% | +$18K | ﹤0.01% | 1721 |
|
|
2024
Q4 | $826 | Buy |
+15
| New | +$826 | ﹤0.01% | 2282 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$364 | – | 1941 |
|
|
2023
Q4 | $364 | Buy |
+8
| New | +$364 | ﹤0.01% | 1703 |
|
|
2018
Q1 | – | Sell |
-1,675
| Closed | -$40K | – | 1444 |
|
|
2017
Q4 | $40K | Sell |
1,675
-190
| -10% | -$4.54K | ﹤0.01% | 840 |
|
|
2017
Q3 | $45K | Sell |
1,865
-327
| -15% | -$7.89K | ﹤0.01% | 723 |
|
|
2017
Q2 | $37K | Sell |
2,192
-16
| -0.7% | -$270 | ﹤0.01% | 747 |
|
|
2017
Q1 | $40K | Sell |
2,208
-663
| -23% | -$12K | ﹤0.01% | 698 |
|
|
2016
Q4 | $46K | Sell |
2,871
-255
| -8% | -$4.09K | ﹤0.01% | 638 |
|
|
2016
Q3 | $56K | Buy |
3,126
+179
| +6% | +$3.21K | ﹤0.01% | 583 |
|
|
2016
Q2 | $38K | Buy |
2,947
+64
| +2% | +$825 | ﹤0.01% | 663 |
|
|
2016
Q1 | $47K | Buy |
2,883
+1,198
| +71% | +$19.5K | ﹤0.01% | 567 |
|
|
2015
Q4 | $19K | Buy |
+1,685
| New | +$19K | ﹤0.01% | 804 |
|