MWM
Moran Wealth Management’s ASE Group ASX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
563,171
+23,598
| +4% | +$244K | 0.18% | 159 |
|
|
2025
Q1 | $4.73M | Buy |
539,573
+17,334
| +3% | +$152K | 0.16% | 183 |
|
|
2024
Q4 | $5.26M | Buy |
522,239
+173,937
| +50% | +$1.75M | 0.17% | 161 |
|
|
2024
Q3 | $3.4M | Buy |
348,302
+585
| +0.2% | +$5.71K | 0.1% | 214 |
|
|
2024
Q2 | $3.97M | Sell |
347,717
-194,029
| -36% | -$2.22M | 0.13% | 189 |
|
|
2024
Q1 | $5.95M | Sell |
541,746
-26,271
| -5% | -$289K | 0.19% | 148 |
|
|
2023
Q4 | $5.35M | Buy |
+568,017
| New | +$5.35M | 0.19% | 153 |
|