AssetMark Inc
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AssetMark Inc’s BILL Holdings BILL Stock Holding History

AssetMark Inc’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.1K Sell
2025
Q1 		$1.2M Buy
2024
Q4 		$942K Buy
2022
Q4 		– Sell
2022
Q3 		$2K Buy
2022
Q2 		– Sell
2022
Q1 		$402K Buy
2021
Q4 		$224K Buy