AssetMark Inc’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34K | Sell |
290
-3,567
| -92% | -$53.4K | ﹤0.01% | 2176 |
|
|
2025
Q1 | $51.6K | Sell |
3,857
-433
| -10% | -$5.79K | ﹤0.01% | 1437 |
|
|
2024
Q4 | $82.4K | Sell |
4,290
-347
| -7% | -$6.67K | ﹤0.01% | 1290 |
|
|
2024
Q3 | $78.1K | Buy |
4,637
+557
| +14% | +$9.38K | ﹤0.01% | 1197 |
|
|
2024
Q2 | $79.4K | Sell |
4,080
-382
| -9% | -$7.44K | ﹤0.01% | 1144 |
|
|
2024
Q1 | $157K | Buy |
4,462
+265
| +6% | +$9.32K | ﹤0.01% | 984 |
|
|
2023
Q4 | $154K | Buy |
4,197
+918
| +28% | +$33.8K | ﹤0.01% | 964 |
|
|
2023
Q3 | $91.6K | Buy |
3,279
+430
| +15% | +$12K | ﹤0.01% | 999 |
|
|
2023
Q2 | $111K | Buy |
2,849
+816
| +40% | +$31.8K | ﹤0.01% | 931 |
|
|
2023
Q1 | $61.3K | Buy |
2,033
+760
| +60% | +$22.9K | ﹤0.01% | 984 |
|
|
2022
Q4 | $28K | Buy |
1,273
+645
| +103% | +$14.2K | ﹤0.01% | 1152 |
|
|
2022
Q3 | $17K | Buy |
628
+323
| +106% | +$8.74K | ﹤0.01% | 1155 |
|
|
2022
Q2 | $7K | Buy |
305
+172
| +129% | +$3.95K | ﹤0.01% | 1258 |
|
|
2022
Q1 | $3K | Buy |
+133
| New | +$3K | ﹤0.01% | 1352 |
|