Kingswood Wealth Advisors’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Buy
4,749
+2,494
+111% +$283K 0.04% 390
2025
Q1
$299K Sell
2,255
-513
-19% -$67.9K 0.03% 548
2024
Q4
$235K Buy
+2,768
New +$235K 0.02% 691
2024
Q1
Sell
-7,024
Closed -$544K 623
2023
Q4
$544K Buy
+7,024
New +$544K 0.06% 328