Beaumont Financial Advisors’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 |
-105,866
| Closed | -$8.98M | – | 369 |
|
|
2024
Q4 | $8.98M | Buy |
+105,866
| New | +$8.98M | 0.67% | 38 |
|
|
2024
Q3 | – | Sell |
-84,875
| Closed | -$6.11M | – | 353 |
|
|
2024
Q2 | $6.11M | Buy |
84,875
+4,890
| +6% | +$352K | 0.49% | 45 |
|
|
2024
Q1 | $5.79M | Buy |
+79,985
| New | +$5.79M | 0.48% | 46 |
|
|
2022
Q1 | – | Sell |
-2,212
| Closed | -$263K | – | 358 |
|
|
2021
Q4 | $263K | Buy |
2,212
+65
| +3% | +$7.73K | 0.02% | 296 |
|
|
2021
Q3 | $318K | Sell |
2,147
-146
| -6% | -$21.6K | 0.02% | 265 |
|
|
2021
Q2 | $520K | Hold |
2,293
| – | – | 0.04% | 204 |
|
|
2021
Q1 | $520K | Buy |
2,293
+1,091
| +91% | +$247K | 0.04% | 190 |
|
|
2020
Q4 | $280K | Sell |
1,202
-158
| -12% | -$36.8K | 0.02% | 281 |
|
|
2020
Q3 | $400K | Buy |
1,360
+158
| +13% | +$46.5K | 0.04% | 216 |
|
|
2020
Q2 | $259K | Buy |
1,202
+150
| +14% | +$32.3K | 0.03% | 242 |
|
|
2020
Q1 | $205K | Buy |
+1,052
| New | +$205K | 0.03% | 220 |
|