Laird Norton Wetherby Wealth Management’s ASE Group ASX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.09M | Buy |
188,734
+7,612
| +4% | +$79.7K | 0.09% | 219 |
|
|
2025
Q2 | $1.87M | Buy |
+181,122
| New | +$1.69M | 0.08% | 236 |
|
|
2024
Q4 | $1.3M | Sell |
129,026
-1,303
| -1% | -$13K | 0.06% | 279 |
|
|
2024
Q3 | $1.27M | Sell |
130,329
-7,606
| -6% | -$77.2K | 0.06% | 298 |
|
|
2024
Q2 | $1.58M | Buy |
137,935
+24,104
| +21% | +$261K | 0.07% | 255 |
|
|
2024
Q1 | $1.25M | Buy |
113,831
+107
| +0.1% | +$1.05K | 0.06% | 312 |
|
|
2023
Q4 | $1.07M | Sell |
113,724
-2,913
| -2% | -$24.1K | 0.06% | 335 |
|
|
2023
Q3 | $877K | Buy |
116,637
+41
| +0% | +$319 | 0.05% | 358 |
|
|
2023
Q2 | $908K | Buy |
116,596
+48
| +0% | +$369 | 0.05% | 358 |
|
|
2023
Q1 | $929K | Sell |
116,548
-417
| -0.4% | -$3.05K | 0.05% | 354 |
|
|
2022
Q4 | $733K | Buy |
116,965
+1,866
| +2% | +$10.9K | 0.05% | 396 |
|
|
2022
Q3 | $574K | Sell |
115,099
-3,299
| -3% | -$18.6K | 0.04% | 444 |
|
|
2022
Q2 | $612K | Sell |
118,398
-587
| -0.5% | -$3.91K | 0.04% | 430 |
|
|
2022
Q1 | $844K | Buy |
118,985
+895
| +0.8% | +$6.57K | 0.05% | 352 |
|
|
2021
Q4 | $922K | Sell |
118,090
-677
| -0.6% | -$4.98K | 0.05% | 337 |
|
|
2021
Q3 | $932K | Sell |
118,767
-30
| -0% | -$261 | 0.06% | 320 |
|
|
2021
Q2 | $956K | Buy |
118,797
+1,520
| +1% | +$12.2K | 0.06% | 312 |
|
|
2021
Q1 | $903K | Sell |
117,277
-2,984
| -2% | -$22.3K | 0.07% | 283 |
|
|
2020
Q4 | $702K | Sell |
120,261
-3,197
| -3% | -$16K | 0.05% | 360 |
|
|
2020
Q3 | $504K | Sell |
123,458
-6,805
| -5% | -$30.4K | 0.04% | 372 |
|
|
2020
Q2 | $591K | Sell |
130,263
-1,265
| -1% | -$5.4K | 0.06% | 323 |
|
|
2020
Q1 | $492K | Sell |
131,528
-4,240
| -3% | -$19.9K | 0.06% | 327 |
|
|
2019
Q4 | $755K | Sell |
135,768
-1,559
| -1% | -$8K | 0.07% | 284 |
|
|
2019
Q3 | $613K | Sell |
137,327
-2,595
| -2% | -$11.4K | 0.06% | 340 |
|
|
2019
Q2 | $553K | Sell |
139,922
-19,974
| -12% | -$83.4K | 0.06% | 362 |
|
|
2019
Q1 | $689K | Buy |
159,896
+21,625
| +16% | +$84.9K | 0.09% | 269 |
|
|
2018
Q4 | $518K | Buy |
138,271
+4,070
| +3% | +$16.1K | 0.07% | 316 |
|
|
2018
Q3 | $648K | Sell |
134,201
-6,647
| -5% | -$31.4K | 0.08% | 286 |
|
|
2018
Q2 | $648K | Buy |
140,848
+25,007
| +22% | +$138K | 0.09% | 279 |
|
|
2018
Q1 | $841K | Buy |
115,841
+6,764
| +6% | +$47.4K | 0.12% | 204 |
|
|
2017
Q4 | $707K | Buy |
109,077
+2,187
| +2% | +$13.9K | 0.1% | 252 |
|
|
2017
Q3 | $661K | Buy |
106,890
+8,295
| +8% | +$52K | 0.1% | 255 |
|
|
2017
Q2 | $622K | Buy |
98,595
+10,850
| +12% | +$67.9K | 0.11% | 248 |
|
|
2017
Q1 | $568K | Buy |
87,745
+9,907
| +13% | +$59K | 0.1% | 253 |
|
|
2016
Q4 | $393K | Sell |
77,838
-3,253
| -4% | -$18.1K | 0.08% | 327 |
|
|
2016
Q3 | $479K | Buy |
81,091
+5,112
| +7% | +$30.1K | 0.1% | 270 |
|
|
2016
Q2 | $424K | Sell |
75,979
-2,746
| -3% | -$14.5K | 0.09% | 266 |
|
|
2016
Q1 | $460K | Sell |
78,725
-5,065
| -6% | -$27.6K | 0.11% | 226 |
|
|
2015
Q4 | $475K | Buy |
83,790
+3,365
| +4% | +$18.9K | 0.11% | 211 |
|
|
2015
Q3 | $442K | Sell |
80,425
-3,596
| -4% | -$19.8K | 0.11% | 217 |
|
|
2015
Q2 | $554K | Buy |
84,021
+816
| +1% | +$5.68K | 0.13% | 187 |
|
|
2015
Q1 | $599K | Buy |
83,205
+738
| +0.9% | +$5.15K | 0.15% | 166 |
|
|
2014
Q4 | $506K | Buy |
82,467
+3,827
| +5% | +$23.4K | 0.13% | 188 |
|
|
2014
Q3 | $465K | Buy |
78,640
+851
| +1% | +$5.36K | 0.13% | 191 |
|
|
2014
Q2 | $505K | Sell |
77,789
-4,289
| -5% | -$26K | 0.14% | 174 |
|
|
2014
Q1 | $456K | Buy |
82,078
+3,546
| +5% | +$17.4K | 0.13% | 197 |
|
|
2013
Q4 | $377K | Buy |
78,532
+1,267
| +2% | +$6.22K | 0.11% | 236 |
|
|
2013
Q3 | $369K | Buy |
77,265
+18,408
| +31% | +$78.5K | 0.12% | 222 |
|
|
2013
Q2 | $239K | Buy |
+58,857
| New | +$246K | 0.08% | 299 |
|
Other funds holding ASX
CCM
