AMK
Franklin Resources’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,746
| Closed | -$322K | – | 2966 |
|
|
2023
Q4 | $322K | Hold |
10,746
| – | – | ﹤0.01% | 2134 |
|
|
2023
Q3 | $270K | Hold |
10,746
| – | – | ﹤0.01% | 2189 |
|
|
2023
Q2 | $319K | Buy |
+10,746
| New | +$319K | ﹤0.01% | 2176 |
|
|
2020
Q1 | – | Sell |
-201,915
| Closed | -$5.86M | – | 1581 |
|
|
2019
Q4 | $5.86M | Buy |
201,915
+53,215
| +36% | +$1.54M | ﹤0.01% | 979 |
|
|
2019
Q3 | $3.87M | Buy |
+148,700
| New | +$3.87M | ﹤0.01% | 1047 |
|