Obermeyer Wealth Partners’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,324
| Closed | -$245K | – | 215 |
|
|
2023
Q1 | $245K | Buy |
+2,324
| New | +$245K | 0.02% | 184 |
|
|
2022
Q3 | – | Sell |
-1,912
| Closed | -$217K | – | 215 |
|
|
2022
Q2 | $217K | Sell |
1,912
-262
| -12% | -$29.7K | 0.02% | 186 |
|
|
2022
Q1 | $237K | Sell |
2,174
-75
| -3% | -$8.18K | 0.01% | 202 |
|
|
2021
Q4 | $267K | Sell |
2,249
-46
| -2% | -$5.46K | 0.01% | 188 |
|
|
2021
Q3 | $340K | Sell |
2,295
-45,849
| -95% | -$6.79M | 0.02% | 153 |
|
|
2021
Q2 | $10.9M | Buy |
48,144
+997
| +2% | +$226K | 0.61% | 39 |
|
|
2021
Q1 | $10.7M | Buy |
47,147
+3,250
| +7% | +$737K | 0.66% | 38 |
|
|
2020
Q4 | $10.2M | Sell |
43,897
-35
| -0.1% | -$8.15K | 0.68% | 38 |
|
|
2020
Q3 | $12.9M | Buy |
43,932
+41,809
| +1,969% | +$12.3M | 0.97% | 34 |
|
|
2020
Q2 | $458K | Hold |
2,123
| – | – | 0.04% | 82 |
|
|
2020
Q1 | $413K | Buy |
+2,123
| New | +$413K | 0.04% | 74 |
|