Zacks Investment 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 |
-19,092
| Closed | -$676K | – | 730 |
|
|
2024
Q1 | $676K | Buy |
+19,092
| New | +$676K | 0.01% | 432 |
|
|
2023
Q4 | – | Sell |
-21,460
| Closed | -$538K | – | 692 |
|
|
2023
Q3 | $538K | Hold |
21,460
| – | – | 0.01% | 445 |
|
|
2023
Q2 | $637K | Sell |
21,460
-3,340
| -13% | -$99.1K | 0.01% | 431 |
|
|
2023
Q1 | $780K | Sell |
24,800
-2,923
| -11% | -$91.9K | 0.01% | 400 |
|
|
2022
Q4 | $638K | Buy |
+27,723
| New | +$638K | 0.01% | 417 |
|
|
2022
Q2 | – | Sell |
-29,457
| Closed | -$655K | – | 669 |
|
|
2022
Q1 | $655K | Buy |
29,457
+8,438
| +40% | +$188K | 0.01% | 412 |
|
|
2021
Q4 | $551K | Buy |
21,019
+9
| +0% | +$236 | 0.01% | 445 |
|
|
2021
Q3 | $523K | Buy |
+21,010
| New | +$523K | 0.01% | 448 |
|