Capital World Investors’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 | $24.6M | Sell |
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2024
Q1 | $46.4M | Sell |
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|
2023
Q4 | $48.3M | Hold |
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|
2023
Q3 | $40.4M | Buy |
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|
2023
Q2 | $46.3M | Buy |
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|
2023
Q1 | $47.6M | Buy |
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|
2022
Q4 | $31.1M | Hold |
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|
2022
Q3 | $24.7M | Hold |
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|
2022
Q2 | $25.3M | Hold |
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|
2022
Q1 | $30M | Hold |
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|
2021
Q4 | $35.4M | Hold |
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|
2021
Q3 | $33.6M | Hold |
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|
2021
Q2 | $33.8M | Hold |
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|
2021
Q1 | $31.5M | Sell |
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|
2020
Q4 | $54.5M | Hold |
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|
2020
Q3 | $48.9M | Hold |
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|
2020
Q2 | $61.4M | Hold |
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|
2020
Q1 | $45.9M | Hold |
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|
2019
Q4 | $65.3M | Hold |
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|
2019
Q3 | $58.6M | Buy |
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