AssetMark Inc’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
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|
2025
Q1 | $13M | Sell |
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|
2024
Q4 | $12.3M | Buy |
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|
2024
Q3 | $12.8M | Buy |
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|
2024
Q2 | $12.5M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $9.1M | Buy |
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|
2023
Q2 | $9.28M | Sell |
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|
2023
Q1 | $9.89M | Sell |
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|
2022
Q4 | $9.54M | Sell |
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|
2022
Q3 | $10.5M | Sell |
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|
2022
Q2 | $13.2M | Sell |
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|
2022
Q1 | $14.1M | Buy |
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|
2021
Q4 | $15.3M | Buy |
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|
2021
Q3 | $5.33M | Buy |
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|
2021
Q2 | $3.65M | Buy |
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|
2021
Q1 | $2.89M | Sell |
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|
2020
Q4 | $2.73M | Sell |
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|
2020
Q3 | $2.74M | Sell |
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|
2020
Q2 | $3.04M | Sell |
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|
2020
Q1 | $3.37M | Sell |
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|
2019
Q4 | $4.46M | Buy |
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|
2019
Q3 | $3.18M | Buy |
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|
2019
Q2 | $160K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Buy |
|