Ritholtz Wealth Management’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 | $471K | Sell |
45,622
-82,996
| -65% | -$857K | 0.01% | 661 |
|
2025
Q1 | $1.13M | Sell |
128,618
-51,674
| -29% | -$453K | 0.03% | 373 |
|
2024
Q4 | $1.82M | Sell |
180,292
-14,079
| -7% | -$142K | 0.05% | 252 |
|
2024
Q3 | $1.9M | Sell |
194,371
-16,785
| -8% | -$164K | 0.06% | 244 |
|
2024
Q2 | $2.41M | Buy |
211,156
+11,125
| +6% | +$127K | 0.08% | 167 |
|
2024
Q1 | $2.2M | Buy |
200,031
+30,784
| +18% | +$338K | 0.08% | 181 |
|
2023
Q4 | $1.59M | Buy |
169,247
+62,790
| +59% | +$591K | 0.06% | 206 |
|
2023
Q3 | $801K | Buy |
106,457
+25,747
| +32% | +$194K | 0.04% | 337 |
|
2023
Q2 | $629K | Sell |
80,710
-8,958
| -10% | -$69.8K | 0.03% | 380 |
|
2023
Q1 | $715K | Buy |
89,668
+76,364
| +574% | +$609K | 0.04% | 338 |
|
2022
Q4 | $83.4K | Buy |
+13,304
| New | +$83.4K | ﹤0.01% | 560 |
|