Charles Schwab’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 | $6.21M | Sell |
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|
2024
Q1 | $6.72M | Buy |
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|
2023
Q4 | $5.14M | Buy |
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|
2023
Q3 | $4.25M | Buy |
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|
2023
Q2 | $4.79M | Buy |
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|
2023
Q1 | $5M | Buy |
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|
2022
Q4 | $3.64M | Buy |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $2.63M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $3.48M | Buy |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $3.03M | Buy |
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|
2021
Q1 | $2.71M | Buy |
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|
2020
Q4 | $2.71M | Buy |
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|
2020
Q3 | $2.36M | Buy |
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|
2020
Q2 | $2.49M | Buy |
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|
2020
Q1 | $1.63M | Buy |
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|
2019
Q4 | $2.3M | Buy |
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|
2019
Q3 | $2.02M | Buy |
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