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