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 |
|