Pinnacle Wealth Planning Services’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 | $254K | Sell |
24,571
-6,150
| -20% | -$63.5K | 0.03% | 345 |
|
|
2025
Q1 | $269K | Buy |
30,721
+408
| +1% | +$3.57K | 0.04% | 287 |
|
|
2024
Q4 | $305K | Sell |
30,313
-33,175
| -52% | -$334K | 0.05% | 248 |
|
|
2024
Q3 | $620K | Hold |
63,488
| – | – | 0.08% | 158 |
|
|
2024
Q2 | $725K | Sell |
63,488
-367
| -0.6% | -$4.19K | 0.1% | 123 |
|
|
2024
Q1 | $702K | Sell |
63,855
-31
| -0% | -$341 | 0.1% | 130 |
|
|
2023
Q4 | $601K | Sell |
63,886
-8,653
| -12% | -$81.4K | 0.09% | 142 |
|
|
2023
Q3 | $545K | Sell |
72,539
-31
| -0% | -$233 | 0.09% | 145 |
|
|
2023
Q2 | $565K | Sell |
72,570
-959
| -1% | -$7.47K | 0.09% | 146 |
|
|
2023
Q1 | $586K | Sell |
73,529
-1,235
| -2% | -$9.84K | 0.1% | 149 |
|
|
2022
Q4 | $469K | Buy |
74,764
+60,385
| +420% | +$379K | 0.08% | 174 |
|
|
2022
Q3 | $72K | Sell |
14,379
-50,480
| -78% | -$253K | 0.01% | 382 |
|
|
2022
Q2 | $335K | Buy |
64,859
+8,847
| +16% | +$45.7K | 0.06% | 223 |
|
|
2022
Q1 | $397K | Buy |
56,012
+24,514
| +78% | +$174K | 0.07% | 206 |
|
|
2021
Q4 | $246K | Buy |
31,498
+16,535
| +111% | +$129K | 0.05% | 301 |
|
|
2021
Q3 | $117K | Buy |
14,963
+475
| +3% | +$3.71K | 0.03% | 347 |
|
|
2021
Q2 | $117K | Buy |
14,488
+229
| +2% | +$1.85K | 0.03% | 331 |
|
|
2021
Q1 | $110K | Buy |
14,259
+4,223
| +42% | +$32.6K | 0.03% | 319 |
|
|
2020
Q4 | $59K | Buy |
+10,036
| New | +$59K | 0.01% | 714 |
|
|
2020
Q2 | – | Sell |
-22,720
| Closed | -$84K | – | 271 |
|
|
2020
Q1 | $84K | Buy |
22,720
+7,719
| +51% | +$28.5K | 0.04% | 221 |
|
|
2019
Q4 | $83K | Buy |
15,001
+2,576
| +21% | +$14.3K | 0.04% | 236 |
|
|
2019
Q3 | $55K | Buy |
+12,425
| New | +$55K | 0.03% | 201 |
|