BRWA
B. Riley Wealth Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
+14,626
| New | +$1.66M | 0.08% | 236 |
|
|
2024
Q4 | $2.06M | Sell |
24,294
-5,240
| -18% | -$444K | 0.07% | 273 |
|
|
2024
Q3 | $3.2M | Buy |
29,534
+8,685
| +42% | +$942K | 0.09% | 220 |
|
|
2024
Q2 | $1.54M | Sell |
20,849
-2,097
| -9% | -$154K | 0.04% | 413 |
|
|
2024
Q1 | $1.99M | Buy |
22,946
+7,307
| +47% | +$634K | 0.05% | 358 |
|
|
2023
Q4 | $1.23M | Sell |
15,639
-7,307
| -32% | -$574K | 0.03% | 466 |
|
|
2023
Q3 | $1.99M | Buy |
22,946
+1,851
| +9% | +$161K | 0.05% | 358 |
|
|
2023
Q2 | $1.76M | Sell |
21,095
-1,115
| -5% | -$92.9K | 0.04% | 405 |
|
|
2023
Q1 | $2.27M | Buy |
22,210
+1,154
| +5% | +$118K | 0.06% | 315 |
|
|
2022
Q4 | $1.85M | Sell |
21,056
-2,965
| -12% | -$261K | 0.05% | 359 |
|
|
2022
Q3 | $1.92M | Sell |
24,021
-1,117
| -4% | -$89.4K | 0.06% | 316 |
|
|
2022
Q2 | $2.86M | Sell |
25,138
-2,211
| -8% | -$251K | 0.12% | 174 |
|
|
2022
Q1 | $2.98M | Buy |
27,349
+216
| +0.8% | +$23.5K | 0.1% | 221 |
|
|
2021
Q4 | $3.22M | Sell |
27,133
-7,947
| -23% | -$944K | 0.09% | 240 |
|
|
2021
Q3 | $5.38M | Sell |
35,080
-43,572
| -55% | -$6.68M | 0.17% | 129 |
|
|
2021
Q2 | $17.8M | Buy |
78,652
+2,351
| +3% | +$533K | 0.58% | 25 |
|
|
2021
Q1 | $17.3M | Buy |
76,301
+21,730
| +40% | +$4.93M | 0.61% | 24 |
|
|
2020
Q4 | $12.7M | Sell |
54,571
-30,636
| -36% | -$7.13M | 0.68% | 24 |
|
|
2020
Q3 | $22.8M | Buy |
85,207
+32,660
| +62% | +$8.73M | 1.21% | 9 |
|
|
2020
Q2 | $11.1M | Sell |
52,547
-1,096
| -2% | -$232K | 0.74% | 20 |
|
|
2020
Q1 | $10.4M | Buy |
53,643
+23,040
| +75% | +$4.48M | 0.89% | 18 |
|
|
2019
Q4 | $6.47M | Sell |
30,603
-4,055
| -12% | -$857K | 0.55% | 39 |
|
|
2019
Q3 | $5.8M | Sell |
34,658
-323
| -0.9% | -$54K | 0.57% | 35 |
|
|
2019
Q2 | $5.94M | Buy |
34,981
+9,405
| +37% | +$1.6M | 0.65% | 33 |
|
|
2019
Q1 | $4.65M | Sell |
25,576
-24,611
| -49% | -$4.47M | 0.58% | 31 |
|
|
2018
Q4 | $6.88M | Buy |
50,187
+1,154
| +2% | +$158K | 0.98% | 15 |
|
|
2018
Q3 | $8.08M | Buy |
49,033
+18,569
| +61% | +$3.06M | 0.96% | 15 |
|
|
2018
Q2 | $5.65M | Buy |
30,464
+2,186
| +8% | +$406K | 0.75% | 22 |
|
|
2018
Q1 | $5.19M | Buy |
28,278
+2,546
| +10% | +$467K | 0.73% | 20 |
|
|
2017
Q4 | $4.44M | Buy |
+25,732
| New | +$4.44M | 0.6% | 32 |
|
|
2017
Q3 | – | Sell |
-16,049
| Closed | -$2.26M | – | 544 |
|
|
2017
Q2 | $2.26M | Buy |
16,049
+1,772
| +12% | +$250K | 0.41% | 58 |
|
|
2017
Q1 | $1.54M | Buy |
14,277
+244
| +2% | +$26.3K | 0.31% | 89 |
|
|
2016
Q4 | $1.23M | Sell |
14,033
-1,809
| -11% | -$159K | 0.25% | 105 |
|
|
2016
Q3 | $1.68M | Buy |
15,842
+1,250
| +9% | +$132K | 0.33% | 71 |
|
|
2016
Q2 | $1.16M | Buy |
+14,592
| New | +$1.16M | 0.23% | 112 |
|
|
2016
Q1 | – | Sell |
-16,573
| Closed | -$1.35M | – | 559 |
|
|
2015
Q4 | $1.35M | Buy |
16,573
+271
| +2% | +$22K | 0.27% | 98 |
|
|
2015
Q3 | $963K | Buy |
16,302
+1,255
| +8% | +$74.1K | 0.23% | 113 |
|
|
2015
Q2 | $1.24M | Sell |
15,047
-239
| -2% | -$19.7K | 0.31% | 79 |
|
|
2015
Q1 | $1.27M | Sell |
15,286
-34,889
| -70% | -$2.91M | 0.31% | 83 |
|
|
2014
Q4 | $44.7K | Buy |
+50,175
| New | +$44.7K | 0.96% | 8 |
|