Integrated Wealth Concepts’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.39M | Buy |
34,970
+29,901
| +590% | +$4.49M | 0.04% | 466 |
|
|
2025
Q4 | $743K | Sell |
5,069
-25,001
| -83% | -$4.07M | 0.01% | 910 |
|
|
2025
Q3 | $5.37M | Buy |
30,070
+2,913
| +11% | +$382K | 0.05% | 352 |
|
|
2025
Q2 | $3.08M | Sell |
27,157
-7,435
| -21% | -$880K | 0.03% | 485 |
|
|
2025
Q1 | $4.57M | Buy |
34,592
+7,395
| +27% | +$853K | 0.05% | 337 |
|
|
2024
Q4 | $2.31M | Sell |
27,197
-1,483
| -5% | -$140K | 0.03% | 512 |
|
|
2024
Q3 | $3.04M | Buy |
28,680
+3,853
| +16% | +$315K | 0.04% | 423 |
|
|
2024
Q2 | $1.79M | Buy |
24,827
+409
| +2% | +$31.4K | 0.02% | 544 |
|
|
2024
Q1 | $1.77M | Buy |
24,418
+3,477
| +17% | +$255K | 0.03% | 563 |
|
|
2023
Q4 | $1.62M | Buy |
20,941
+12,560
| +150% | +$1M | 0.03% | 556 |
|
|
2023
Q3 | $727K | Buy |
8,381
+459
| +6% | +$42K | 0.01% | 826 |
|
|
2023
Q2 | $660K | Sell |
7,922
-371
| -4% | -$32.5K | 0.01% | 858 |
|
|
2023
Q1 | $847K | Sell |
8,293
-70
| -0.8% | -$7.01K | 0.02% | 677 |
|
|
2022
Q4 | $737K | Sell |
8,363
-227
| -3% | -$17.9K | 0.02% | 548 |
|
|
2022
Q3 | $687K | Buy |
8,590
+265
| +3% | +$25.2K | 0.02% | 507 |
|
|
2022
Q2 | $946K | Sell |
8,325
-1,406
| -14% | -$138K | 0.03% | 436 |
|
|
2022
Q1 | $1.06M | Sell |
9,731
-230
| -2% | -$26.5K | 0.03% | 378 |
|
|
2021
Q4 | $1.18M | Sell |
9,961
-1,845
| -16% | -$269K | 0.04% | 367 |
|
|
2021
Q3 | $1.75M | Buy |
11,806
+6,491
| +122% | +$1.18M | 0.06% | 266 |
|
|
2021
Q2 | $1.21M | Buy |
5,315
+1,298
| +32% | +$288K | 0.04% | 311 |
|
|
2021
Q1 | $911K | Buy |
4,017
+528
| +15% | +$130K | 0.04% | 314 |
|
|
2020
Q4 | $812K | Buy |
3,489
+287
| +9% | +$79.7K | 0.04% | 289 |
|
|
2020
Q3 | $941K | Sell |
3,202
-154
| -5% | -$40.6K | 0.06% | 225 |
|
|
2020
Q2 | $724K | Buy |
3,356
+1,464
| +77% | +$305K | 0.05% | 218 |
|
|
2020
Q1 | $368K | Sell |
1,892
-1,700
| -47% | -$355K | 0.03% | 276 |
|
|
2019
Q4 | $762K | Buy |
3,592
+415
| +13% | +$77.9K | 0.06% | 193 |
|
|
2019
Q3 | $531K | Buy |
3,177
+200
| +7% | +$34.4K | 0.06% | 192 |
|
|
2019
Q2 | $509K | Buy |
2,977
+1,660
| +126% | +$286K | 0.07% | 178 |
|
|
2019
Q1 | $240K | Buy |
+1,317
| New | +$222K | 0.04% | 282 |
|
Other funds holding BABA
