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