MCM
AMK

Maltese Capital Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-20,000
Closed -$708K 100
2024
Q1
$708K Buy
20,000
+14,570
+268% +$516K 0.14% 79
2023
Q4
$163K Buy
+5,430
New +$163K 0.05% 86