Bank of America’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $2.43M | Sell |
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|
2023
Q4 | $3.42M | Buy |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $915K | Buy |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $588K | Sell |
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|
2021
Q3 | $575K | Sell |
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|
2021
Q2 | $757K | Sell |
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|
2021
Q1 | $994K | Buy |
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|
2020
Q4 | $162K | Sell |
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|
2020
Q3 | $2.01M | Buy |
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|
2020
Q2 | $1.76M | Buy |
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|
2020
Q1 | $662K | Sell |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $727K | Buy |
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