Perigon 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 | $247K | Sell |
2,177
-2
| -0.1% | -$227 | 0.01% | 916 |
|
2025
Q1 | $288K | Buy |
+2,179
| New | +$288K | 0.01% | 826 |
|
2022
Q1 | – | Sell |
-2,821
| Closed | -$335K | – | 605 |
|
2021
Q4 | $335K | Sell |
2,821
-2,303
| -45% | -$273K | 0.02% | 423 |
|
2021
Q3 | $759K | Buy |
5,124
+1,606
| +46% | +$238K | 0.07% | 235 |
|
2021
Q2 | $798K | Sell |
3,518
-1,090
| -24% | -$247K | 0.07% | 231 |
|
2021
Q1 | $1.05M | Buy |
4,608
+2,108
| +84% | +$478K | 0.11% | 177 |
|
2020
Q4 | $582K | Buy |
2,500
+302
| +14% | +$70.3K | 0.07% | 222 |
|
2020
Q3 | $646K | Buy |
2,198
+491
| +29% | +$144K | 0.09% | 181 |
|
2020
Q2 | $368K | Sell |
1,707
-4,069
| -70% | -$877K | 0.06% | 231 |
|
2020
Q1 | $1.13M | Buy |
5,776
+3,543
| +159% | +$696K | 0.21% | 94 |
|
2019
Q4 | $484K | Buy |
2,233
+185
| +9% | +$40.1K | 0.1% | 145 |
|
2019
Q3 | $359K | Sell |
2,048
-1,219
| -37% | -$214K | 0.08% | 153 |
|
2019
Q2 | $554K | Buy |
3,267
+341
| +12% | +$57.8K | 0.13% | 116 |
|
2019
Q1 | $550K | Buy |
2,926
+1,440
| +97% | +$271K | 0.13% | 119 |
|
2018
Q4 | $237K | Sell |
1,486
-11,492
| -89% | -$1.83M | 0.06% | 191 |
|
2018
Q3 | $2.14M | Buy |
+12,978
| New | +$2.14M | 0.53% | 42 |
|
2018
Q2 | – | Sell |
-39
| Closed | -$7K | – | 264 |
|
2018
Q1 | $7K | Sell |
39
-50
| -56% | -$8.97K | ﹤0.01% | 536 |
|
2017
Q4 | $15K | Sell |
89
-100
| -53% | -$16.9K | 0.01% | 448 |
|
2017
Q3 | $33K | Buy |
+189
| New | +$33K | 0.01% | 391 |
|