Aprio Wealth Management’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,054
| Closed | -$255K | – | 413 |
|
|
2025
Q1 | $255K | Sell |
29,054
-801
| -3% | -$7.02K | 0.03% | 304 |
|
|
2024
Q4 | $301K | Sell |
29,855
-2,989
| -9% | -$30.1K | 0.04% | 214 |
|
|
2024
Q3 | $321K | Sell |
32,844
-4,254
| -11% | -$41.5K | 0.05% | 185 |
|
|
2024
Q2 | $424K | Buy |
37,098
+4,399
| +13% | +$50.2K | 0.08% | 119 |
|
|
2024
Q1 | $359K | Buy |
32,699
+2,849
| +10% | +$31.3K | 0.07% | 128 |
|
|
2023
Q4 | $281K | Buy |
29,850
+6,707
| +29% | +$63.1K | 0.06% | 146 |
|
|
2023
Q3 | $174K | Buy |
+23,143
| New | +$174K | 0.05% | 167 |
|