Martingale Asset Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,626
Closed -$402K 861
2024
Q2
$402K Hold
11,626
0.01% 648
2024
Q1
$412K Hold
11,626
0.01% 654
2023
Q4
$348K Buy
11,626
+1,316
+13% +$39.4K 0.01% 676
2023
Q3
$259K Buy
+10,310
New +$259K 0.01% 714