Try the Demo today!
| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 06-Sep-24 4:06 PM View:  | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 224,505 | $35.25 | $7,913,800.00 | (74%) 304.79K to 80.29K | |
| 06-Sep-24 4:06 PM View: | Assetmark Financial Holding... (AMK) | 05-Sep-24 | Disposition | 80,286 | $35.25 | $2,830,080.00 | (100%) 80.29K to 0 | |
| 06-Sep-24 4:06 PM View: | Assetmark Financial Holding... (AMK) | 03-Sep-24 | Gift | 182,165 | -- | -- | 60% 304.79K to 486.96K | |
| 06-Sep-24 4:06 PM View: | Assetmark Financial Holding... (AMK) | 03-Sep-24 | Gift | 182,165 | -- | -- | (37%) 486.96K to 304.79K | |
| 15-Aug-24 7:44 PM View: | Assetmark Financial Holding... (AMK) | 13-Aug-24 | Gift | 262,451 | -- | -- | 86% 304.79K to 567.24K | |
| 15-Aug-24 7:44 PM View: | Assetmark Financial Holding... (AMK) | 13-Aug-24 | Gift | 262,451 | -- | -- | (46%) 567.24K to 304.79K | |
| 11-Jun-24 8:16 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-24 | Private Sale | 8,880 | $34.40 | $305,461.00 | (3%) 313.67K to 304.79K | |
| 12-Jun-23 7:08 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-23 | Sale | 855 | $29.61 | $25,316.60 | (< 1%) 314.53K to 313.67K | |
| 12-Jun-23 7:08 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Grant | 37,892 | -- | -- | 14% 279.95K to 317.84K | |
| 12-Jun-23 7:08 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-23 | Sale | 3,318 | $30.04 | $99,672.70 | (1%) 317.84K to 314.53K | |
| 10-Jun-22 8:54 PM View: | Assetmark Financial Holding... (AMK) | 10-Jun-22 | Sale | 877 | $19.06 | $16,715.60 | (< 1%) 280.83K to 279.95K | |
| 10-Jun-22 8:54 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-22 | Sale | 1,585 | $20.00 | $31,700.00 | (< 1%) 282.41K to 280.83K | |
| 10-Jun-22 8:54 PM View: | Assetmark Financial Holding... (AMK) | 08-Jun-22 | Grant | 19,297 | -- | -- | 7% 263.12K to 282.41K | |
| 12-Nov-21 6:24 PM View: | Assetmark Financial Holding... (AMK) | 12-Nov-21 | Market Sale | 607 | $28.01 | $17,002.10 | (< 1%) 263.72K to 263.12K | < 1% |
| 12-Nov-21 6:24 PM View: | Assetmark Financial Holding... (AMK) | 11-Nov-21 | Market Sale | 1,456 | $28.01 | $40,782.60 | (< 1%) 265.18K to 263.72K | < 1% |
| 12-Nov-21 6:24 PM View: | Assetmark Financial Holding... (AMK) | 10-Nov-21 | Market Sale | 27,937 | $28.04 | $783,354.00 | (10%) 293.12K to 265.18K | < 1% |
| 03-Sep-21 3:54 PM View: | Assetmark Financial Holding... (AMK) | 02-Sep-21 | Market Sale | 9,377 | $27.06 | $253,742.00 | (3%) 302.49K to 293.12K | < 1% |
| 25-Jun-21 8:52 PM View: | Assetmark Financial Holding... (AMK) | 25-Jun-21 | Market Sale | 2,534 | $27.04 | $68,519.40 | (< 1%) 305.18K to 302.64K | < 1% |
| 17-Jun-21 6:05 PM View: | Assetmark Financial Holding... (AMK) | 17-Jun-21 | Market Sale | 1,617 | $27.05 | $43,739.80 | (< 1%) 306.79K to 305.18K | < 1% |
| 16-Jun-21 7:05 PM View: | Assetmark Financial Holding... (AMK) | 16-Jun-21 | Market Sale | 100 | $27.00 | $2,700.00 | (< 1%) 306.89K to 306.79K | 2% |
| 01-Jul-21 8:23 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-21 | Grant | 17,081 | -- | -- | 6% 302.64K to 319.72K | |
| 22-Jan-21 3:51 PM View: | Assetmark Financial Holding... (AMK) | 09-Nov-20 | Sale | 22,537 | $25.18 | $567,482.00 | (7%) 329.43K to 306.89K | |
| 05-Aug-20 7:37 PM View: | Assetmark Financial Holding... (AMK) | 03-Aug-20 | Sale | 10,000 | $27.65 | $276,450.00 | (3%) 339.43K to 329.43K | |
| 02-Jul-20 5:15 PM View: | Assetmark Financial Holding... (AMK) | 02-Jul-20 | Sale | 2,995 | $27.23 | $81,553.90 | (< 1%) 342.43K to 339.43K | |
| 02-Jul-20 5:15 PM View: | Assetmark Financial Holding... (AMK) | 01-Jul-20 | Sale | 7,005 | $26.78 | $187,574.00 | (2%) 349.43K to 342.43K | |
| 11-Jun-20 6:02 PM View: | Assetmark Financial Holding... (AMK) | 09-Jun-20 | Grant | 9,377 | -- | -- | 3% 340.05K to 349.43K | |
| 03-Jun-20 6:42 PM View: | Assetmark Financial Holding... (AMK) | 01-Jun-20 | Sale | 10,000 | $25.97 | $259,724.00 | (3%) 350.05K to 340.05K | |
| 02-Sep-21 7:32 PM View: | Assetmark Financial Holding... (AMK) | 08-May-20 | Sale | 13,200 | $25.04 | $330,528.00 | (4%) 363.25K to 350.05K | |
| 02-Sep-21 7:32 PM View: | Assetmark Financial Holding... (AMK) | 07-May-20 | Sale | 6,800 | $25.00 | $170,000.00 | (2%) 370.05K to 363.25K | |
| 04-Mar-20 8:37 PM View: | Assetmark Financial Holding... (AMK) | 03-Mar-20 | Sale | 6,120 | $26.38 | $161,446.00 | (2%) 376.67K to 370.55K | |
| 04-Mar-20 8:37 PM View: | Assetmark Financial Holding... (AMK) | 02-Mar-20 | Sale | 3,880 | $25.79 | $100,062.00 | (1%) 380.55K to 376.67K | |
| 24-Jul-19 9:29 PM View: | Assetmark Financial Holding... (AMK) | 22-Jul-19 | Purchase | 500 | $22.00 | $11,000.00 | < 1% 380.05K to 380.55K | |
| 19-Jul-19 9:02 PM View: | Assetmark Financial Holding... (AMK) | 17-Jul-19 | Acquisition (other) | 380,054 | -- | -- | 100% 0 to 380.05K |