Baker Tilly Wealth Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,160
| Closed | -$418K | – | 237 |
|
2025
Q1 | $418K | Buy |
3,160
+261
| +9% | +$34.5K | 0.16% | 136 |
|
2024
Q4 | $246K | Buy |
2,899
+113
| +4% | +$9.58K | 0.1% | 210 |
|
2024
Q3 | $296K | Buy |
+2,786
| New | +$296K | 0.13% | 180 |
|
2024
Q2 | – | Sell |
-3,561
| Closed | -$258K | – | 289 |
|
2024
Q1 | $258K | Sell |
3,561
-22
| -0.6% | -$1.59K | 0.05% | 370 |
|
2023
Q4 | $278K | Sell |
3,583
-1,227
| -26% | -$95.1K | 0.05% | 398 |
|
2023
Q3 | $417K | Sell |
4,810
-14,191
| -75% | -$1.23M | 0.07% | 299 |
|
2023
Q2 | $1.58M | Buy |
19,001
+584
| +3% | +$48.7K | 0.17% | 130 |
|
2023
Q1 | $1.88M | Buy |
18,417
+1,171
| +7% | +$120K | 0.21% | 106 |
|
2022
Q4 | $1.52M | Buy |
17,246
+4,034
| +31% | +$355K | 0.19% | 125 |
|
2022
Q3 | $1.06M | Sell |
13,212
-1,395
| -10% | -$112K | 0.14% | 149 |
|
2022
Q2 | $1.66M | Buy |
14,607
+1,163
| +9% | +$132K | 0.22% | 97 |
|
2022
Q1 | $1.46M | Buy |
13,444
+2,264
| +20% | +$246K | 0.16% | 129 |
|
2021
Q4 | $1.33M | Sell |
11,180
-3,756
| -25% | -$446K | 0.14% | 154 |
|
2021
Q3 | $2.21M | Buy |
14,936
+5,162
| +53% | +$764K | 0.29% | 66 |
|
2021
Q2 | $2.22M | Buy |
9,774
+523
| +6% | +$119K | 0.36% | 59 |
|
2021
Q1 | $2.1M | Buy |
+9,251
| New | +$2.1M | 0.43% | 52 |
|