AssetMark Inc’s Mizuho Financial MFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
82,042
+30,199
| +58% | +$168K | ﹤0.01% | 1065 |
|
|
2025
Q1 | $286K | Buy |
51,843
+36,786
| +244% | +$203K | ﹤0.01% | 1073 |
|
|
2024
Q4 | $73.6K | Buy |
15,057
+12,742
| +550% | +$62.3K | ﹤0.01% | 1314 |
|
|
2024
Q3 | $9.68K | Buy |
2,315
+189
| +9% | +$790 | ﹤0.01% | 1628 |
|
|
2024
Q2 | $8.99K | Buy |
+2,126
| New | +$8.99K | ﹤0.01% | 1514 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2045 |
|
|
2023
Q2 | – | Sell |
-21,933
| Closed | -$61.9K | – | 1637 |
|
|
2023
Q1 | $61.9K | Buy |
21,933
+14,566
| +198% | +$41.1K | ﹤0.01% | 979 |
|
|
2022
Q4 | $20.9K | Buy |
+7,367
| New | +$20.9K | ﹤0.01% | 1196 |
|
|
2022
Q2 | – | Sell |
-4,967
| Closed | -$13K | – | 1619 |
|
|
2022
Q1 | $13K | Buy |
4,967
+3,231
| +186% | +$8.46K | ﹤0.01% | 1158 |
|
|
2021
Q4 | $4K | Buy |
+1,736
| New | +$4K | ﹤0.01% | 1272 |
|
|
2019
Q2 | – | Sell |
-5,021
| Closed | -$15K | – | 1394 |
|
|
2019
Q1 | $15K | Buy |
5,021
+756
| +18% | +$2.26K | ﹤0.01% | 932 |
|
|
2018
Q4 | $13K | Sell |
4,265
-490
| -10% | -$1.49K | ﹤0.01% | 969 |
|
|
2018
Q3 | $17K | Buy |
4,755
+872
| +22% | +$3.12K | ﹤0.01% | 959 |
|
|
2018
Q2 | $13K | Buy |
3,883
+457
| +13% | +$1.53K | ﹤0.01% | 1001 |
|
|
2018
Q1 | $13K | Sell |
3,426
-366
| -10% | -$1.39K | ﹤0.01% | 1001 |
|
|
2017
Q4 | $14K | Buy |
3,792
+1,282
| +51% | +$4.73K | ﹤0.01% | 1061 |
|
|
2017
Q3 | $9K | Buy |
2,510
+1,301
| +108% | +$4.67K | ﹤0.01% | 1049 |
|
|
2017
Q2 | $4K | Buy |
1,209
+910
| +304% | +$3.01K | ﹤0.01% | 1138 |
|
|
2017
Q1 | $1K | Buy |
+299
| New | +$1K | ﹤0.01% | 1210 |
|
|
2016
Q1 | – | Sell |
-63,102
| Closed | -$255K | – | 1319 |
|
|
2015
Q4 | $255K | Buy |
+63,102
| New | +$255K | ﹤0.01% | 406 |
|