LMCG Investments’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
2024
Q2
$875K Sell
2024
Q1
$905K Sell
2023
Q4
$1.09M Hold
2023
Q3
$915K Buy