HighMark 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 | $212K | Buy |
1,873
+1,193
| +175% | +$135K | 0.1% | 71 |
|
|
2025
Q1 | $90K | Buy |
680
+20
| +3% | +$2.65K | 0.05% | 97 |
|
|
2024
Q4 | $56K | Sell |
660
-1,063
| -62% | -$90.2K | 0.03% | 120 |
|
|
2024
Q3 | $183K | Buy |
1,723
+34
| +2% | +$3.61K | 0.1% | 73 |
|
|
2024
Q2 | $122K | Sell |
1,689
-28
| -2% | -$2.02K | 0.07% | 85 |
|
|
2024
Q1 | $124K | Buy |
1,717
+989
| +136% | +$71.6K | 0.08% | 88 |
|
|
2023
Q4 | $56.4K | Sell |
728
-122
| -14% | -$9.46K | 0.04% | 121 |
|
|
2023
Q3 | $73.7K | Buy |
850
+700
| +467% | +$60.7K | 0.06% | 95 |
|
|
2023
Q2 | $12.5K | Buy |
150
+122
| +436% | +$10.2K | 0.01% | 232 |
|
|
2023
Q1 | $2.86K | Hold |
28
| – | – | ﹤0.01% | 466 |
|
|
2022
Q4 | $2.47K | Hold |
28
| – | – | ﹤0.01% | 418 |
|
|
2022
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 391 |
|
|
2022
Q1 | $3K | Sell |
28
-30
| -52% | -$3.21K | ﹤0.01% | 407 |
|
|
2021
Q4 | $7K | Hold |
58
| – | – | ﹤0.01% | 306 |
|
|
2021
Q3 | $9K | Hold |
58
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $13K | Hold |
58
| – | – | 0.01% | 220 |
|
|
2021
Q1 | $13K | Sell |
58
-14
| -19% | -$3.14K | 0.01% | 201 |
|
|
2020
Q4 | $17K | Sell |
72
-28
| -28% | -$6.61K | 0.01% | 173 |
|
|
2020
Q3 | $29K | Sell |
100
-2
| -2% | -$580 | 0.03% | 135 |
|
|
2020
Q2 | $22K | Sell |
102
-26
| -20% | -$5.61K | 0.02% | 125 |
|
|
2020
Q1 | $24K | Sell |
128
-138
| -52% | -$25.9K | 0.03% | 103 |
|
|
2019
Q4 | $56K | Buy |
+266
| New | +$56K | 0.06% | 78 |
|