Sequoia Financial Advisors’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
$1.32M Buy
127,674
+26,091
+26% +$270K 0.01% 592
2025
Q1
$890K Buy
101,583
+4,737
+5% +$41.5K 0.01% 658
2024
Q4
$975K Buy
96,846
+3,179
+3% +$32K 0.01% 584
2024
Q3
$914K Sell
93,667
-3,143
-3% -$30.7K 0.01% 571
2024
Q2
$1.11M Buy
96,810
+341
+0.4% +$3.89K 0.01% 463
2024
Q1
$1.06M Sell
96,469
-3,141
-3% -$34.5K 0.01% 456
2023
Q4
$937K Sell
99,610
-2,803
-3% -$26.4K 0.01% 541
2023
Q3
$770K Buy
102,413
+2,147
+2% +$16.1K 0.01% 400
2023
Q2
$781K Buy
100,266
+6,020
+6% +$46.9K 0.01% 399
2023
Q1
$751K Buy
94,246
+8,145
+9% +$64.9K 0.02% 368
2022
Q4
$540K Buy
86,101
+39,599
+85% +$248K 0.01% 411
2022
Q3
$232K Sell
46,502
-7,743
-14% -$38.6K 0.01% 452
2022
Q2
$280K Buy
54,245
+593
+1% +$3.06K 0.01% 456
2022
Q1
$380K Buy
53,652
+22,058
+70% +$156K 0.01% 431
2021
Q4
$247K Buy
+31,594
New +$247K 0.01% 494