Caldwell Investment 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 |
-5,000
| Closed | -$658K | – | 23 |
|
|
2025
Q1 | $658K | Buy |
+5,000
| New | +$658K | 0.49% | 27 |
|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$723K | – | 34 |
|
|
2024
Q1 | $723K | Hold |
10,000
| – | – | 0.54% | 33 |
|
|
2023
Q4 | $777K | Hold |
10,000
| – | – | 0.6% | 29 |
|
|
2023
Q3 | $862K | Buy |
+10,000
| New | +$862K | 0.84% | 25 |
|