Yarbrough Capital’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,141
| Closed | -$419K | – | 212 |
|
|
2024
Q2 | $419K | Hold |
12,141
| – | – | 0.02% | 142 |
|
|
2024
Q1 | $430K | Hold |
12,141
| – | – | 0.02% | 146 |
|
|
2023
Q4 | $364K | Hold |
12,141
| – | – | 0.02% | 168 |
|
|
2023
Q3 | $304K | Hold |
12,141
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $360K | Hold |
12,141
| – | – | 0.02% | 164 |
|
|
2023
Q1 | $382K | Buy |
+12,141
| New | +$382K | 0.03% | 157 |
|