Avitas Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $839K | Buy |
+9,892
| New | +$839K | 0.12% | 141 |
|
|
2023
Q4 | – | Sell |
-14,079
| Closed | -$1.22M | – | 198 |
|
|
2023
Q3 | $1.22M | Buy |
14,079
+2,404
| +21% | +$209K | 0.23% | 109 |
|
|
2023
Q2 | $973K | Sell |
11,675
-47
| -0.4% | -$3.92K | 0.18% | 124 |
|
|
2023
Q1 | $1.2M | Buy |
+11,722
| New | +$1.2M | 0.23% | 113 |
|
|
2022
Q3 | – | Sell |
-4,929
| Closed | -$560K | – | 185 |
|
|
2022
Q2 | $560K | Buy |
4,929
+2,202
| +81% | +$250K | 0.12% | 140 |
|
|
2022
Q1 | $297K | Sell |
2,727
-1,890
| -41% | -$206K | 0.05% | 179 |
|
|
2021
Q4 | $548K | Buy |
4,617
+131
| +3% | +$15.5K | 0.09% | 153 |
|
|
2021
Q3 | $664K | Sell |
4,486
-51
| -1% | -$7.55K | 0.12% | 152 |
|
|
2021
Q2 | $1.03M | Buy |
4,537
+130
| +3% | +$29.5K | 0.18% | 140 |
|
|
2021
Q1 | $999K | Sell |
4,407
-2,183
| -33% | -$495K | 0.2% | 138 |
|
|
2020
Q4 | $1.53M | Buy |
6,590
+2,540
| +63% | +$591K | 0.31% | 121 |
|
|
2020
Q3 | $1.19M | Buy |
4,050
+204
| +5% | +$60K | 0.33% | 106 |
|
|
2020
Q2 | $830K | Sell |
3,846
-2,038
| -35% | -$440K | 0.28% | 106 |
|
|
2020
Q1 | $1.14M | Sell |
5,884
-1,705
| -22% | -$331K | 0.52% | 73 |
|
|
2019
Q4 | $1.61M | Sell |
7,589
-9
| -0.1% | -$1.91K | 0.41% | 91 |
|
|
2019
Q3 | $1.27M | Buy |
7,598
+42
| +0.6% | +$7.03K | 0.35% | 96 |
|
|
2019
Q2 | $1.28M | Sell |
7,556
-191
| -2% | -$32.4K | 0.36% | 98 |
|
|
2019
Q1 | $1.41M | Sell |
7,747
-370
| -5% | -$67.5K | 0.41% | 92 |
|
|
2018
Q4 | $1.11M | Buy |
8,117
+2,179
| +37% | +$299K | 0.37% | 95 |
|
|
2018
Q3 | $978K | Buy |
5,938
+1,260
| +27% | +$208K | 0.28% | 111 |
|
|
2018
Q2 | $868K | Buy |
+4,678
| New | +$868K | 0.27% | 116 |
|