AMK
US Bancorp’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 |
-69
| Closed | -$2.38K | – | 4191 |
|
|
2024
Q2 | $2.38K | Sell |
69
-4
| -5% | -$138 | ﹤0.01% | 3666 |
|
|
2024
Q1 | $2.59K | Buy |
+73
| New | +$2.59K | ﹤0.01% | 3658 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$386 | – | 4083 |
|
|
2023
Q2 | $386 | Hold |
13
| – | – | ﹤0.01% | 3857 |
|
|
2023
Q1 | $409 | Hold |
13
| – | – | ﹤0.01% | 3955 |
|
|
2022
Q4 | $299 | Sell |
13
-178
| -93% | -$4.09K | ﹤0.01% | 4017 |
|
|
2022
Q3 | $3K | Sell |
191
-87
| -31% | -$1.37K | ﹤0.01% | 3753 |
|
|
2022
Q2 | $5K | Buy |
278
+1
| +0.4% | +$18 | ﹤0.01% | 3592 |
|
|
2022
Q1 | $6K | Buy |
277
+136
| +96% | +$2.95K | ﹤0.01% | 3548 |
|
|
2021
Q4 | $4K | Buy |
+141
| New | +$4K | ﹤0.01% | 3719 |
|