CWM
Cornerstone Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
2,883
-63
| -2% | -$7.15K | 0.02% | 494 |
|
|
2025
Q1 | $390K | Sell |
2,946
-443
| -13% | -$58.6K | 0.03% | 422 |
|
|
2024
Q4 | $287K | Sell |
3,389
-11
| -0.3% | -$933 | 0.02% | 475 |
|
|
2024
Q3 | $361K | Buy |
3,400
+139
| +4% | +$14.8K | 0.03% | 417 |
|
|
2024
Q2 | $235K | Buy |
3,261
+15
| +0.5% | +$1.08K | 0.02% | 480 |
|
|
2024
Q1 | $235K | Sell |
3,246
-279
| -8% | -$20.2K | 0.02% | 484 |
|
|
2023
Q4 | $273K | Hold |
3,525
| – | – | 0.02% | 428 |
|
|
2023
Q3 | $306K | Sell |
3,525
-184
| -5% | -$16K | 0.03% | 418 |
|
|
2023
Q2 | $309K | Buy |
3,709
+366
| +11% | +$30.5K | 0.03% | 394 |
|
|
2023
Q1 | $342K | Buy |
+3,343
| New | +$342K | 0.03% | 355 |
|
|
2022
Q3 | $277K | Sell |
3,458
-1,660
| -32% | -$133K | 0.03% | 362 |
|
|
2022
Q2 | $582K | Sell |
5,118
-290
| -5% | -$33K | 0.06% | 233 |
|
|
2022
Q1 | $588K | Buy |
5,408
+393
| +8% | +$42.7K | 0.06% | 251 |
|
|
2021
Q4 | $596K | Sell |
5,015
-2,017
| -29% | -$240K | 0.06% | 257 |
|
|
2021
Q3 | $1.04M | Sell |
7,032
-3,029
| -30% | -$448K | 0.11% | 177 |
|
|
2021
Q2 | $2.28M | Buy |
10,061
+1,861
| +23% | +$422K | 0.24% | 95 |
|
|
2021
Q1 | $1.86M | Buy |
8,200
+339
| +4% | +$76.9K | 0.22% | 104 |
|
|
2020
Q4 | $1.83M | Buy |
7,861
+779
| +11% | +$181K | 0.23% | 96 |
|
|
2020
Q3 | $2.08M | Sell |
7,082
-1,136
| -14% | -$334K | 0.31% | 66 |
|
|
2020
Q2 | $1.77M | Sell |
8,218
-3,527
| -30% | -$761K | 0.29% | 69 |
|
|
2020
Q1 | $2.28M | Sell |
11,745
-1,418
| -11% | -$276K | 0.44% | 43 |
|
|
2019
Q4 | $2.79M | Buy |
13,163
+114
| +0.9% | +$24.2K | 0.45% | 47 |
|
|
2019
Q3 | $2.18M | Buy |
13,049
+849
| +7% | +$142K | 0.38% | 53 |
|
|
2019
Q2 | $2.06M | Buy |
12,200
+507
| +4% | +$85.6K | 0.37% | 56 |
|
|
2019
Q1 | $3.17M | Buy |
11,693
+557
| +5% | +$151K | 0.38% | 60 |
|
|
2018
Q4 | $1.52M | Sell |
11,136
-1,219,980
| -99% | -$167M | 0.32% | 66 |
|
|
2018
Q3 | $6.76M | Sell |
1,231,116
-301,505
| -20% | -$1.66M | 0.09% | 229 |
|
|
2018
Q2 | $8.22M | Buy |
1,532,621
+1,525,075
| +20,210% | +$8.18M | 0.09% | 229 |
|
|
2018
Q1 | $1.35M | Buy |
7,546
+1,152
| +18% | +$206K | 0.26% | 77 |
|
|
2017
Q4 | $1.22M | Sell |
6,394
-367
| -5% | -$70.1K | 0.23% | 98 |
|
|
2017
Q3 | $1.23M | Buy |
6,761
+761
| +13% | +$138K | 0.25% | 90 |
|
|
2017
Q2 | $860K | Buy |
6,000
+1,511
| +34% | +$217K | 0.19% | 110 |
|
|
2017
Q1 | $483K | Buy |
4,489
+402
| +10% | +$43.3K | 0.12% | 175 |
|
|
2016
Q4 | $362K | Buy |
4,087
+31
| +0.8% | +$2.75K | 0.12% | 168 |
|
|
2016
Q3 | $427K | Buy |
+4,056
| New | +$427K | 0.16% | 136 |
|