CWM
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Congress Wealth Management’s ASE Group ASX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$167K Sell
16,150
-11,299
-41% -$117K ﹤0.01% 1148
2025
Q1
$240K Buy
27,449
+1,301
+5% +$11.4K ﹤0.01% 994
2024
Q4
$263K Buy
+26,148
New +$263K ﹤0.01% 796