SWM
Selective Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
12,758
-38
| -0.3% | -$3.95K | 0.48% | 29 |
|
|
2025
Q1 | $1.38M | Sell |
12,796
-1,077
| -8% | -$116K | 0.6% | 25 |
|
|
2024
Q4 | $1.13M | Sell |
13,873
-34,651
| -71% | -$2.83M | 0.46% | 32 |
|
|
2024
Q3 | $5.32M | Sell |
48,524
-7,254
| -13% | -$796K | 2.21% | 10 |
|
|
2024
Q2 | $4.22M | Sell |
55,778
-5,403
| -9% | -$409K | 1.86% | 11 |
|
|
2024
Q1 | $4.56M | Sell |
61,181
-6,664
| -10% | -$497K | 1.98% | 11 |
|
|
2023
Q4 | $5.07M | Sell |
67,845
-6,816
| -9% | -$509K | 2.55% | 10 |
|
|
2023
Q3 | $6.28M | Sell |
74,661
-11,431
| -13% | -$961K | 3.45% | 7 |
|
|
2023
Q2 | $7.8M | Buy |
+86,092
| New | +$7.8M | 3.89% | 4 |
|
|
2022
Q4 | $12M | Sell |
100,213
-30,517
| -23% | -$3.66M | 6.34% | 2 |
|
|
2022
Q3 | $10.5M | Sell |
130,730
-33,556
| -20% | -$2.68M | 4.48% | 3 |
|
|
2022
Q2 | $18.7M | Sell |
164,286
-8,022
| -5% | -$912K | 6.65% | 2 |
|
|
2022
Q1 | $18.7M | Sell |
172,308
-1,335
| -0.8% | -$145K | 6.79% | 1 |
|
|
2021
Q4 | $20.6M | Buy |
173,643
+7,346
| +4% | +$873K | 8.42% | 1 |
|
|
2021
Q3 | $24.6M | Buy |
166,297
+57,288
| +53% | +$8.48M | 13.05% | 1 |
|
|
2021
Q2 | $24.7M | Buy |
109,009
+63,809
| +141% | +$14.5M | 19.7% | 1 |
|
|
2021
Q1 | $10.2M | Sell |
45,200
-854
| -2% | -$194K | 9.32% | 2 |
|
|
2020
Q4 | $10.7M | Buy |
46,054
+731
| +2% | +$170K | 6.92% | 4 |
|
|
2020
Q3 | $13.3M | Sell |
45,323
-15
| -0% | -$4.41K | 10.45% | 2 |
|
|
2020
Q2 | $9.78M | Sell |
45,338
-3
| -0% | -$647 | 8.1% | 4 |
|
|
2020
Q1 | $8.82M | Sell |
45,341
-11,797
| -21% | -$2.29M | 13.81% | 2 |
|
|
2019
Q4 | $12.1M | Hold |
57,138
| – | – | 14.66% | 2 |
|
|
2019
Q3 | $9.56M | Buy |
57,138
+15
| +0% | +$2.51K | 13.14% | 2 |
|
|
2019
Q2 | $9.68M | Buy |
57,123
+123
| +0.2% | +$20.8K | 15.66% | 1 |
|
|
2019
Q1 | $10.4M | Buy |
+57,000
| New | +$10.4M | 12.56% | 1 |
|