SIM
Sterling Investment Management’s Alibaba BABA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-26,138
| Closed | -$2.22M | – | 55 |
|
2024
Q4 | $2.22M | Sell |
26,138
-237
| -0.9% | -$20.1K | 1.74% | 21 |
|
2024
Q3 | $2.8M | Buy |
26,375
+8,490
| +47% | +$901K | 2.12% | 16 |
|
2024
Q2 | $1.29M | Buy |
17,885
+10,770
| +151% | +$775K | 0.98% | 35 |
|
2024
Q1 | $515K | Buy |
7,115
+3,413
| +92% | +$247K | 0.36% | 46 |
|
2023
Q4 | $287K | Buy |
+3,702
| New | +$287K | 0.21% | 55 |
|
2021
Q4 | – | Sell |
-6,710
| Closed | -$993K | – | 71 |
|
2021
Q3 | $993K | Buy |
+6,710
| New | +$993K | 0.63% | 51 |
|