AssetMark Inc
VRSK icon

AssetMark Inc’s Verisk Analytics VRSK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.58M Buy
8,279
+1,388
+20% +$432K 0.01% 715
2025
Q1
$2.05M Sell
6,891
-821
-11% -$244K 0.01% 716
2024
Q4
$2.12M Buy
7,712
+982
+15% +$270K 0.01% 696
2024
Q3
$1.8M Buy
6,730
+513
+8% +$137K 0.01% 671
2024
Q2
$1.68M Buy
6,217
+458
+8% +$123K 0.01% 656
2024
Q1
$1.36M Buy
5,759
+193
+3% +$45.5K ﹤0.01% 659
2023
Q4
$1.33M Buy
5,566
+494
+10% +$118K ﹤0.01% 609
2023
Q3
$1.2M Buy
5,072
+591
+13% +$140K ﹤0.01% 587
2023
Q2
$1.01M Buy
4,481
+1,700
+61% +$384K ﹤0.01% 610
2023
Q1
$534K Buy
2,781
+1,000
+56% +$192K ﹤0.01% 700
2022
Q4
$314K Buy
1,781
+655
+58% +$116K ﹤0.01% 766
2022
Q3
$192K Buy
1,126
+369
+49% +$62.9K ﹤0.01% 766
2022
Q2
$131K Buy
757
+410
+118% +$71K ﹤0.01% 785
2022
Q1
$74K Sell
347
-44
-11% -$9.38K ﹤0.01% 838
2021
Q4
$89K Buy
391
+41
+12% +$9.33K ﹤0.01% 809
2021
Q3
$70K Sell
350
-24,163
-99% -$4.83M ﹤0.01% 720
2021
Q2
$4.28M Buy
24,513
+24,181
+7,283% +$4.22M 0.02% 276
2021
Q1
$59K Buy
332
+4
+1% +$711 ﹤0.01% 707
2020
Q4
$68K Buy
328
+15
+5% +$3.11K ﹤0.01% 663
2020
Q3
$58K Hold
313
﹤0.01% 651
2020
Q2
$53K Sell
313
-5,698
-95% -$965K ﹤0.01% 646
2020
Q1
$838K Buy
6,011
+4,985
+486% +$695K 0.01% 337
2019
Q4
$153K Sell
1,026
-38,795
-97% -$5.79M ﹤0.01% 573
2019
Q3
$6.3M Sell
39,821
-886
-2% -$140K 0.05% 232
2019
Q2
$5.96M Buy
40,707
+50
+0.1% +$7.32K 0.05% 216
2019
Q1
$5.41M Sell
40,657
-117
-0.3% -$15.6K 0.05% 212
2018
Q4
$4.45M Buy
40,774
+891
+2% +$97.2K 0.04% 210
2018
Q3
$4.81M Buy
39,883
+79
+0.2% +$9.52K 0.04% 225
2018
Q2
$4.29M Buy
39,804
+131
+0.3% +$14.1K 0.04% 231
2018
Q1
$4.13M Sell
39,673
-1,193
-3% -$124K 0.04% 224
2017
Q4
$3.92M Buy
40,866
+482
+1% +$46.3K 0.04% 220
2017
Q3
$3.36M Buy
40,384
+27
+0.1% +$2.25K 0.04% 229
2017
Q2
$3.41M Buy
40,357
+18
+0% +$1.52K 0.04% 209
2017
Q1
$3.27M Sell
40,339
-1
-0% -$81 0.04% 213
2016
Q4
$3.27M Sell
40,340
-667
-2% -$54.1K 0.05% 192
2016
Q3
$3.33M Sell
41,007
-15,261
-27% -$1.24M 0.05% 185
2016
Q2
$4.56M Sell
56,268
-1,865
-3% -$151K 0.08% 165
2016
Q1
$4.65M Buy
58,133
+56,663
+3,855% +$4.53M 0.08% 154
2015
Q4
$113K Buy
1,470
+1,433
+3,873% +$110K ﹤0.01% 490
2015
Q3
$3K Buy
+37
New +$3K ﹤0.01% 620