AWA
Arkadios Wealth Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
26,826
-1,621
| -6% | -$184K | 0.09% | 244 |
|
|
2025
Q1 | $3.76M | Buy |
28,447
+7,241
| +34% | +$957K | 0.14% | 167 |
|
|
2024
Q4 | $1.8M | Sell |
21,206
-22
| -0.1% | -$1.87K | 0.1% | 199 |
|
|
2024
Q3 | $2.25M | Sell |
21,228
-4,949
| -19% | -$525K | 0.13% | 165 |
|
|
2024
Q2 | $1.88M | Sell |
26,177
-1,605
| -6% | -$116K | 0.13% | 172 |
|
|
2024
Q1 | $2.01M | Buy |
27,782
+3,194
| +13% | +$231K | 0.16% | 144 |
|
|
2023
Q4 | $1.91M | Sell |
24,588
-120
| -0.5% | -$9.3K | 0.16% | 136 |
|
|
2023
Q3 | $2.14M | Sell |
24,708
-422
| -2% | -$36.6K | 0.2% | 117 |
|
|
2023
Q2 | $2.09M | Sell |
25,130
-182
| -0.7% | -$15.2K | 0.24% | 101 |
|
|
2023
Q1 | $2.59M | Buy |
25,312
+28
| +0.1% | +$2.86K | 0.31% | 85 |
|
|
2022
Q4 | $2.23M | Buy |
25,284
+8,016
| +46% | +$706K | 0.3% | 95 |
|
|
2022
Q3 | $1.38M | Buy |
17,268
+3,297
| +24% | +$264K | 0.21% | 126 |
|
|
2022
Q2 | $1.59M | Buy |
13,971
+2,250
| +19% | +$256K | 0.24% | 117 |
|
|
2022
Q1 | $1.28M | Sell |
11,721
-2,725
| -19% | -$296K | 0.17% | 149 |
|
|
2021
Q4 | $1.72M | Buy |
14,446
+6,121
| +74% | +$727K | 0.23% | 105 |
|
|
2021
Q3 | $1.23M | Sell |
8,325
-3,725
| -31% | -$551K | 0.18% | 135 |
|
|
2021
Q2 | $2.73M | Buy |
12,050
+3,532
| +41% | +$801K | 0.33% | 75 |
|
|
2021
Q1 | $1.93M | Buy |
8,518
+649
| +8% | +$147K | 0.32% | 78 |
|
|
2020
Q4 | $1.83M | Buy |
+7,869
| New | +$1.83M | 0.38% | 71 |
|
|
2020
Q2 | – | Sell |
-7,088
| Closed | -$1.38M | – | 961 |
|
|
2020
Q1 | $1.38M | Sell |
7,088
-41
| -0.6% | -$7.97K | 0.88% | 24 |
|
|
2019
Q4 | $1.57M | Buy |
+7,129
| New | +$1.57M | 0.94% | 23 |
|