Credit Suisse’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
Q1 | $1.03M | Hold |
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|
2023
Q4 | $869K | Buy |
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|
2023
Q3 | $660K | Sell |
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|
2023
Q2 | $818K | Buy |
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|
2023
Q1 | $597K | Buy |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $5.35M | Buy |
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|
2021
Q2 | $272K | Sell |
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|
2021
Q1 | $263K | Sell |
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|
2020
Q4 | $453K | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $327K | Buy |
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|
2020
Q1 | $210K | Buy |
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|
2019
Q4 | $230K | Buy |
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