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