Bartlett & Co 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
Q1 | – | Sell |
-130
| Closed | -$11K | – | 1231 |
|
|
2024
Q4 | $11K | Hold |
130
| – | – | ﹤0.01% | 901 |
|
|
2024
Q3 | $13.8K | Hold |
130
| – | – | ﹤0.01% | 876 |
|
|
2024
Q2 | $9.58K | Hold |
130
| – | – | ﹤0.01% | 922 |
|
|
2024
Q1 | $9.41K | Sell |
130
-30
| -19% | -$2.17K | ﹤0.01% | 915 |
|
|
2023
Q4 | $12.5K | Buy |
160
+130
| +433% | +$10.2K | ﹤0.01% | 969 |
|
|
2023
Q3 | $2.6K | Hold |
30
| – | – | ﹤0.01% | 1056 |
|
|
2023
Q2 | $2.5K | Hold |
30
| – | – | ﹤0.01% | 1047 |
|
|
2023
Q1 | $3.07K | Hold |
30
| – | – | ﹤0.01% | 952 |
|
|
2022
Q4 | $2.64K | Hold |
30
| – | – | ﹤0.01% | 993 |
|
|
2022
Q3 | $2.4K | Hold |
30
| – | – | ﹤0.01% | 1029 |
|
|
2022
Q2 | $3.41K | Hold |
30
| – | – | ﹤0.01% | 1102 |
|
|
2022
Q1 | $3.26K | Buy |
+30
| New | +$3.26K | ﹤0.01% | 964 |
|
|
2021
Q4 | – | Sell |
-365
| Closed | -$54K | – | 441 |
|
|
2021
Q3 | $54K | Sell |
365
-226
| -38% | -$33.5K | ﹤0.01% | 499 |
|
|
2021
Q2 | $134K | Sell |
591
-390
| -40% | -$88.4K | ﹤0.01% | 370 |
|
|
2021
Q1 | $222K | Hold |
981
| – | – | ﹤0.01% | 324 |
|
|
2020
Q4 | $228K | Buy |
981
+111
| +13% | +$25.8K | ﹤0.01% | 318 |
|
|
2020
Q3 | $256K | Hold |
870
| – | – | 0.01% | 288 |
|
|
2020
Q2 | $188K | Buy |
870
+250
| +40% | +$53.9K | ﹤0.01% | 317 |
|
|
2020
Q1 | $121K | Sell |
620
-57
| -8% | -$11.1K | ﹤0.01% | 344 |
|
|
2019
Q4 | $144K | Buy |
677
+240
| +55% | +$50.9K | ﹤0.01% | 368 |
|
|
2019
Q3 | $73.1K | Buy |
437
+168
| +62% | +$28.1K | ﹤0.01% | 440 |
|
|
2019
Q2 | $45.6K | Sell |
269
-61
| -18% | -$10.3K | ﹤0.01% | 447 |
|
|
2019
Q1 | $60.2K | Hold |
330
| – | – | ﹤0.01% | 399 |
|
|
2018
Q4 | $45.2K | Hold |
330
| – | – | ﹤0.01% | 425 |
|
|
2018
Q3 | $54.4K | Hold |
330
| – | – | ﹤0.01% | 424 |
|
|
2018
Q2 | $61.2K | Hold |
330
| – | – | ﹤0.01% | 402 |
|
|
2018
Q1 | $60.6K | Buy |
+330
| New | +$60.6K | ﹤0.01% | 405 |
|