Ballentine Partners’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
14,024
+1,156
| +9% | +$31.3K | 0.01% | 586 |
|
|
2025
Q1 | $324K | Buy |
12,868
+3,562
| +38% | +$89.8K | 0.01% | 599 |
|
|
2024
Q4 | $223K | Buy |
+9,306
| New | +$223K | ﹤0.01% | 741 |
|
|
2024
Q2 | – | Sell |
-7,199
| Closed | -$218K | – | 784 |
|
|
2024
Q1 | $218K | Buy |
7,199
+1,232
| +21% | +$37.3K | ﹤0.01% | 641 |
|
|
2023
Q4 | $223K | Buy |
+5,967
| New | +$223K | ﹤0.01% | 589 |
|