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Grove Bank & Trust’s ASE Group ASX Stock Holding History

Grove Bank & Trust’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Sell
4,903
-3,604
-42% -$121K 0.02% 252
2026
Q1 		$184K Sell
8,507
-2,121
-20% -$44.6K 0.02% 267
2025
Q4 		$171K Sell
10,628
-393
-4% -$5.58K 0.02% 274
2025
Q3 		$122K Sell
11,021
-2,746
-20% -$28.7K 0.01% 307
2025
Q2 		$142K Hold
13,767
– – 0.02% 291
2025
Q1 		$121K Sell
13,767
-939
-6% -$9.55K 0.02% 299
2024
Q4 		$148K Sell
14,706
-826
-5% -$8.23K 0.02% 250
2024
Q3 		$152K Sell
15,532
-233
-1% -$2.37K 0.02% 252
2024
Q2 		$180K Sell
15,765
-705
-4% -$7.64K 0.03% 230
2024
Q1 		$181K Sell
16,470
-602
-4% -$5.91K 0.03% 239
2023
Q4 		$161K Hold
17,072
– – 0.03% 237
2023
Q3 		$128K Sell
17,072
-607
-3% -$4.72K 0.03% 254
2023
Q2 		$138K Sell
17,679
-83
-0.5% -$638 0.03% 253
2023
Q1 		$142K Buy
17,762
+733
+4% +$5.36K 0.03% 250
2022
Q4 		$107K Buy
+17,029
New +$99.8K 0.02% 279

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NONA
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LWAM
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Ninety One (UK)
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CGH
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QCM
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EWM
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AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return