Primoris Wealth Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,570
| Closed | -$803K | – | 92 |
|
|
2024
Q3 | $803K | Sell |
7,570
-7,138
| -49% | -$757K | 0.58% | 49 |
|
|
2024
Q2 | $1.05M | Sell |
14,708
-593
| -4% | -$42.4K | 0.84% | 35 |
|
|
2024
Q1 | $1.11M | Buy |
15,301
+1,292
| +9% | +$93.5K | 0.89% | 38 |
|
|
2023
Q4 | $1.09M | Sell |
14,009
-1,989
| -12% | -$154K | 1.02% | 34 |
|
|
2023
Q3 | $1.39M | Sell |
15,998
-17,688
| -53% | -$1.53M | 1.68% | 19 |
|
|
2023
Q2 | $2.81M | Sell |
33,686
-2,536
| -7% | -$211K | 3.08% | 11 |
|
|
2023
Q1 | $3.7M | Buy |
+36,222
| New | +$3.7M | 4.56% | 5 |
|