Zurich Cantonal Bank’s AssetMark Financial Holdings, Inc. AMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $178K | Buy |
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|
2023
Q2 | $150K | Buy |
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|
2023
Q1 | $121K | Sell |
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|
2022
Q4 | $123K | Sell |
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|
2022
Q3 | $126K | Hold |
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|
2022
Q2 | $129K | Hold |
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|
2022
Q1 | $153K | Hold |
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|
2021
Q4 | $180K | Buy |
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|
2021
Q3 | $95K | Buy |
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