AssetMark Inc’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137 | Sell |
2
-15
| -88% | -$1.03K | ﹤0.01% | 2921 |
|
|
2025
Q1 | $1.29K | Hold |
17
| – | – | ﹤0.01% | 2257 |
|
|
2024
Q4 | $1.86K | Buy |
+17
| New | +$1.86K | ﹤0.01% | 2134 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$1K | – | 1770 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1484 |
|
|
2021
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1369 |
|
|
2021
Q2 | – | Sell |
-4
| Closed | – | – | 1562 |
|
|
2021
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1553 |
|