AssetMark Inc
SR icon

AssetMark Inc’s Spire SR Stock Holding History

AssetMark Inc’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.54K Sell
28
-5
-15% -$439 ﹤0.01% 2788
2025
Q4 		$2.73K Sell
33
-25
-43% -$2.13K ﹤0.01% 2683
2025
Q3 		$4.73K Hold
58
– – ﹤0.01% 2360
2025
Q2 		$4.23K Buy
58
+16
+38% +$1.2K ﹤0.01% 2182
2025
Q1 		$3.29K Hold
42
– – ﹤0.01% 2070
2024
Q4 		$2.85K Buy
+42
New +$2.81K ﹤0.01% 2043
2021
Q2 		– Sell
-48
Closed -$4K – 1526
2021
Q1 		$4K Buy
+48
New +$3.2K ﹤0.01% 1065
2018
Q1 		– Sell
-39
Closed -$3K – 1934
2017
Q4 		$3K Buy
39
+29
+290% +$2.25K ﹤0.01% 1377
2017
Q3 		$1K Buy
+10
New +$742 ﹤0.01% 1398

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