Geneos Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
5,059
-6,819
| -57% | -$773K | 0.01% | 670 |
|
|
2025
Q1 | $1.57M | Buy |
11,878
+5,570
| +88% | +$737K | 0.02% | 547 |
|
|
2024
Q4 | $535K | Sell |
6,308
-71
| -1% | -$6.02K | 0.02% | 568 |
|
|
2024
Q3 | $677K | Buy |
6,379
+681
| +12% | +$72.3K | 0.03% | 487 |
|
|
2024
Q2 | $410K | Sell |
5,698
-732
| -11% | -$52.7K | 0.02% | 543 |
|
|
2024
Q1 | $465K | Buy |
6,430
+3,482
| +118% | +$252K | 0.02% | 511 |
|
|
2023
Q4 | $228K | Sell |
2,948
-3,587
| -55% | -$278K | 0.01% | 648 |
|
|
2023
Q3 | $567K | Sell |
6,535
-1,175
| -15% | -$102K | 0.03% | 441 |
|
|
2023
Q2 | $643K | Sell |
7,710
-269
| -3% | -$22.4K | 0.03% | 414 |
|
|
2023
Q1 | $815K | Buy |
7,979
+678
| +9% | +$69.3K | 0.05% | 336 |
|
|
2022
Q4 | $643K | Sell |
7,301
-1,391
| -16% | -$123K | 0.04% | 367 |
|
|
2022
Q3 | $695K | Sell |
8,692
-5,634
| -39% | -$450K | 0.05% | 319 |
|
|
2022
Q2 | $1.66M | Buy |
14,326
+1,635
| +13% | +$190K | 0.08% | 232 |
|
|
2022
Q1 | $1.38M | Sell |
12,691
-793
| -6% | -$86.2K | 0.06% | 278 |
|
|
2021
Q4 | $1.6M | Sell |
13,484
-1,511
| -10% | -$179K | 0.06% | 285 |
|
|
2021
Q3 | $2.16M | Buy |
14,995
+3,711
| +33% | +$535K | 0.08% | 233 |
|
|
2021
Q2 | $2.46M | Sell |
11,284
-791
| -7% | -$172K | 0.1% | 206 |
|
|
2021
Q1 | $2.79M | Sell |
12,075
-14
| -0.1% | -$3.23K | 0.08% | 247 |
|
|
2020
Q4 | $2.29M | Buy |
12,089
+1,282
| +12% | +$242K | 0.09% | 216 |
|
|
2020
Q3 | $2.93M | Buy |
10,807
+502
| +5% | +$136K | 0.15% | 153 |
|
|
2020
Q2 | $2.22M | Buy |
10,305
+770
| +8% | +$166K | 0.12% | 175 |
|
|
2020
Q1 | $1.8M | Sell |
9,535
-1,599
| -14% | -$302K | 0.12% | 178 |
|
|
2019
Q4 | $2.4M | Buy |
11,134
+985
| +10% | +$212K | 0.13% | 180 |
|
|
2019
Q3 | $1.68M | Sell |
10,149
-1,671
| -14% | -$277K | 0.1% | 201 |
|
|
2019
Q2 | $2M | Sell |
11,820
-270
| -2% | -$45.7K | 0.12% | 171 |
|
|
2019
Q1 | $2.21M | Sell |
12,090
-1,269
| -9% | -$231K | 0.15% | 172 |
|
|
2018
Q4 | $1.86M | Buy |
13,359
+3,686
| +38% | +$513K | 0.14% | 173 |
|
|
2018
Q3 | $1.59M | Buy |
9,673
+3,479
| +56% | +$573K | 0.11% | 204 |
|
|
2018
Q2 | $1.15M | Sell |
6,194
-1,273
| -17% | -$236K | 0.09% | 203 |
|
|
2018
Q1 | $1.37M | Buy |
7,467
+1,277
| +21% | +$234K | 0.12% | 167 |
|
|
2017
Q4 | $1.07M | Buy |
6,190
+786
| +15% | +$135K | 0.1% | 200 |
|
|
2017
Q3 | $933K | Buy |
5,404
+121
| +2% | +$20.9K | 0.09% | 211 |
|
|
2017
Q2 | $744K | Buy |
5,283
+221
| +4% | +$31.1K | 0.08% | 228 |
|
|
2017
Q1 | $545K | Buy |
5,062
+313
| +7% | +$33.7K | 0.06% | 256 |
|
|
2016
Q4 | $417K | Sell |
4,749
-794
| -14% | -$69.7K | 0.06% | 283 |
|
|
2016
Q3 | $586K | Buy |
5,543
+792
| +17% | +$83.7K | 0.08% | 223 |
|
|
2016
Q2 | $378K | Sell |
4,751
-1,919
| -29% | -$153K | 0.05% | 299 |
|
|
2016
Q1 | $525K | Buy |
+6,670
| New | +$525K | 0.08% | 227 |
|