WIM
Waverton Investment Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Hold |
16,971
| – | – | 0.03% | 61 |
|
|
2025
Q1 | $2.24M | Sell |
16,971
-23,200
| -58% | -$3.07M | 0.03% | 60 |
|
|
2024
Q4 | $3.41M | Buy |
+40,171
| New | +$3.41M | 0.05% | 56 |
|
|
2024
Q3 | – | Sell |
-59,356
| Closed | -$4.27M | – | 99 |
|
|
2024
Q2 | $4.27M | Sell |
59,356
-1,830
| -3% | -$132K | 0.08% | 54 |
|
|
2024
Q1 | $4.43M | Sell |
61,186
-45,697
| -43% | -$3.31M | 0.09% | 51 |
|
|
2023
Q4 | $8.28M | Sell |
106,883
-4,010
| -4% | -$311K | 0.2% | 43 |
|
|
2023
Q3 | $9.62M | Sell |
110,893
-820
| -0.7% | -$71.1K | 0.28% | 44 |
|
|
2023
Q2 | $9.31M | Sell |
111,713
-50
| -0% | -$4.17K | 0.26% | 45 |
|
|
2023
Q1 | $11.4M | Buy |
111,763
+80
| +0.1% | +$8.17K | 0.35% | 47 |
|
|
2022
Q4 | $9.84M | Sell |
111,683
-1,647
| -1% | -$145K | 0.36% | 50 |
|
|
2022
Q3 | $9.07M | Buy |
113,330
+17,506
| +18% | +$1.4M | 0.37% | 43 |
|
|
2022
Q2 | $10.9M | Buy |
95,824
+808
| +0.9% | +$91.9K | 0.42% | 40 |
|
|
2022
Q1 | $10.3M | Buy |
95,016
+13,770
| +17% | +$1.5M | 0.35% | 41 |
|
|
2021
Q4 | $9.65M | Sell |
81,246
-29,888
| -27% | -$3.55M | 0.31% | 43 |
|
|
2021
Q3 | $16.5M | Sell |
111,134
-34,170
| -24% | -$5.06M | 0.65% | 26 |
|
|
2021
Q2 | $33M | Sell |
145,304
-47,632
| -25% | -$10.8M | 1.28% | 23 |
|
|
2021
Q1 | $43.7M | Buy |
192,936
+24,343
| +14% | +$5.52M | 1.9% | 19 |
|
|
2020
Q4 | $39.2M | Buy |
168,593
+54,890
| +48% | +$12.8M | 1.81% | 19 |
|
|
2020
Q3 | $33.4M | Sell |
113,703
-9,198
| -7% | -$2.7M | 1.66% | 23 |
|
|
2020
Q2 | $26.5M | Buy |
122,901
+36,211
| +42% | +$7.81M | 1.44% | 22 |
|
|
2020
Q1 | $16.9M | Sell |
86,690
-2,004
| -2% | -$390K | 1.09% | 21 |
|
|
2019
Q4 | $18.8M | Buy |
88,694
+3,734
| +4% | +$792K | 0.97% | 20 |
|
|
2019
Q3 | $14.2M | Buy |
84,960
+29,784
| +54% | +$4.98M | 0.73% | 22 |
|
|
2019
Q2 | $9.35M | Buy |
55,176
+15,726
| +40% | +$2.66M | 0.47% | 22 |
|
|
2019
Q1 | $7.2M | Buy |
39,450
+8,540
| +28% | +$1.56M | 0.38% | 28 |
|
|
2018
Q4 | $4.24M | Buy |
30,910
+8,098
| +35% | +$1.11M | 0.26% | 32 |
|
|
2018
Q3 | $3.76M | Buy |
+22,812
| New | +$3.76M | 0.18% | 32 |
|