AssetMark Inc
CASH icon

AssetMark Inc’s Pathward Financial CASH Stock Holding History

AssetMark Inc’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.44K Hold
61
– – ﹤0.01% 2533
2025
Q4 		$4.33K Buy
61
+18
+42% +$1.29K ﹤0.01% 2515
2025
Q3 		$3.18K Hold
43
– – ﹤0.01% 2489
2025
Q2 		$3.4K Hold
43
– – ﹤0.01% 2255
2025
Q1 		$3.14K Hold
43
– – ﹤0.01% 2076
2024
Q4 		$3.16K Buy
+43
New +$3.28K ﹤0.01% 2020
2022
Q3 		– Sell
-137
Closed -$5K – 1518
2022
Q2 		$5K Buy
137
+76
+125% +$3.24K ﹤0.01% 1299
2022
Q1 		$3K Sell
61
-6
-9% -$341 ﹤0.01% 1346
2021
Q4 		$4K Sell
67
-5
-7% -$299 ﹤0.01% 1260
2021
Q3 		$4K Hold
72
– – ﹤0.01% 1169
2021
Q2 		$4K Buy
+72
New +$3.57K ﹤0.01% 1101
2020
Q4 		– Sell
-16,897
Closed -$325K – 1394
2020
Q3 		$325K Buy
16,897
+7,863
+87% +$148K ﹤0.01% 459
2020
Q2 		$164K Buy
9,034
+4,451
+97% +$78K ﹤0.01% 519
2020
Q1 		$100K Buy
4,583
+4,468
+3,885% +$147K ﹤0.01% 575
2019
Q4 		$4K Buy
+115
New +$3.91K ﹤0.01% 1132
2019
Q2 		– Sell
-15,759
Closed -$16K – 1341
2019
Q1 		$16K Buy
+15,759
New +$344K ﹤0.01% 913
2018
Q1 		– Sell
-9
Closed – – 1485
2017
Q4 		$0 Buy
+9
New +$261 ﹤0.01% 1891

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