Bell & Brown Wealth Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
39,013
+297
| +0.8% | +$33.7K | 1.58% | 26 |
|
|
2025
Q1 | $5.12M | Buy |
38,716
+199
| +0.5% | +$26.3K | 2% | 18 |
|
|
2024
Q4 | $3.27M | Buy |
38,517
+383
| +1% | +$32.5K | 1.22% | 31 |
|
|
2024
Q3 | $4.05M | Buy |
38,134
+1,462
| +4% | +$155K | 1.58% | 25 |
|
|
2024
Q2 | $2.64M | Buy |
36,672
+999
| +3% | +$71.9K | 1.01% | 35 |
|
|
2024
Q1 | $2.58M | Buy |
35,673
+7,152
| +25% | +$518K | 1.1% | 36 |
|
|
2023
Q4 | $2.21M | Buy |
+28,521
| New | +$2.21M | 1.03% | 41 |
|
|
2023
Q2 | $2.62M | Buy |
31,389
+170
| +0.5% | +$14.2K | 1.31% | 33 |
|
|
2023
Q1 | $3.19M | Sell |
31,219
-430
| -1% | -$43.9K | 1.7% | 23 |
|
|
2022
Q4 | $2.79M | Buy |
31,649
+401
| +1% | +$35.3K | 1.53% | 25 |
|
|
2022
Q3 | $2.5M | Buy |
31,248
+7,740
| +33% | +$619K | 1.54% | 26 |
|
|
2022
Q2 | $2.67M | Buy |
23,508
+1,655
| +8% | +$188K | 1.43% | 27 |
|
|
2022
Q1 | $2.38M | Buy |
21,853
+192
| +0.9% | +$20.9K | 1.08% | 38 |
|
|
2021
Q4 | $2.73M | Buy |
21,661
+2,674
| +14% | +$338K | 1.32% | 29 |
|
|
2021
Q3 | $2.81M | Buy |
+18,987
| New | +$2.81M | 1.52% | 29 |
|
|
2020
Q3 | $3.92M | Sell |
12,648
-345
| -3% | -$107K | 2.83% | 9 |
|
|
2020
Q2 | $3.42M | Sell |
12,993
-345
| -3% | -$90.9K | 2.68% | 12 |
|
|
2020
Q1 | $2.74M | Sell |
13,338
-788
| -6% | -$162K | 2.54% | 12 |
|
|
2019
Q4 | $3.19M | Buy |
14,126
+50
| +0.4% | +$11.3K | 2.38% | 10 |
|
|
2019
Q3 | $2.32M | Sell |
14,076
-115
| -0.8% | -$18.9K | 1.9% | 19 |
|
|
2019
Q2 | $2.41M | Buy |
14,191
+342
| +2% | +$58K | 2.12% | 13 |
|
|
2019
Q1 | $2.53M | Sell |
13,849
-398
| -3% | -$72.6K | 2.3% | 9 |
|
|
2018
Q4 | $1.95M | Sell |
14,247
-90
| -0.6% | -$12.3K | 2.09% | 14 |
|
|
2018
Q3 | $2.04M | Buy |
14,337
+5,072
| +55% | +$722K | 1.89% | 17 |
|
|
2018
Q2 | $1.72M | Buy |
9,265
+71
| +0.8% | +$13.2K | 1.7% | 19 |
|
|
2018
Q1 | $1.65M | Sell |
9,194
-500
| -5% | -$89.5K | 1.73% | 18 |
|
|
2017
Q4 | $1.67M | Buy |
+9,694
| New | +$1.67M | 1.73% | 17 |
|