Federated Hermes’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-876
| Closed | -$30.3K | – | 2204 |
|
|
2024
Q2 | $30.3K | Sell |
876
-13,735
| -94% | -$475K | ﹤0.01% | 1677 |
|
|
2024
Q1 | $517K | Buy |
14,611
+636
| +5% | +$22.5K | ﹤0.01% | 1312 |
|
|
2023
Q4 | $419K | Buy |
13,975
+385
| +3% | +$11.5K | ﹤0.01% | 1386 |
|
|
2023
Q3 | $341K | Buy |
13,590
+230
| +2% | +$5.77K | ﹤0.01% | 1437 |
|
|
2023
Q2 | $396K | Buy |
+13,360
| New | +$396K | ﹤0.01% | 1437 |
|
|
2020
Q3 | – | Sell |
-739
| Closed | -$20K | – | 2368 |
|
|
2020
Q2 | $20K | Sell |
739
-44
| -6% | -$1.19K | ﹤0.01% | 1868 |
|
|
2020
Q1 | $16K | Buy |
783
+45
| +6% | +$920 | ﹤0.01% | 1818 |
|
|
2019
Q4 | $21K | Buy |
+738
| New | +$21K | ﹤0.01% | 1831 |
|