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Assetmark Financial Hldg shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Assetmark Financial Hldg

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All positions including Assetmark Financial Hldg held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assetmark Financial Hldg by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $346k 10k 34.55
2024-03-31 $804k 23k 35.41
2023-09-30 $764k 31k 25.08
2023-06-30 $731k 25k 29.66
2023-03-31 $1.5M 46k 31.45
2022-12-31 $1.0M 45k 22.37
2022-09-30 $747k 41k 18.28