Carson Wealth (CWM LLC)’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
12,029
+92
| +0.8% | +$10.4K | ﹤0.01% | 1108 |
|
|
2025
Q1 | $1.58M | Sell |
11,937
-674
| -5% | -$89.1K | 0.01% | 914 |
|
|
2024
Q4 | $1.07M | Buy |
12,611
+1,567
| +14% | +$133K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $1.17M | Sell |
11,044
-2,348
| -18% | -$249K | 0.01% | 934 |
|
|
2024
Q2 | $964K | Buy |
13,392
+3,254
| +32% | +$234K | ﹤0.01% | 915 |
|
|
2024
Q1 | $734K | Buy |
10,138
+1,869
| +23% | +$135K | ﹤0.01% | 983 |
|
|
2023
Q4 | $641K | Buy |
8,269
+896
| +12% | +$69.5K | ﹤0.01% | 968 |
|
|
2023
Q3 | $640K | Buy |
7,373
+405
| +6% | +$35.2K | ﹤0.01% | 900 |
|
|
2023
Q2 | $581K | Sell |
6,968
-1,102
| -14% | -$91.9K | ﹤0.01% | 893 |
|
|
2023
Q1 | $825K | Buy |
8,070
+3,159
| +64% | +$323K | 0.01% | 709 |
|
|
2022
Q4 | $433K | Sell |
4,911
-906
| -16% | -$79.9K | ﹤0.01% | 854 |
|
|
2022
Q3 | $465K | Sell |
5,817
-908
| -14% | -$72.6K | ﹤0.01% | 765 |
|
|
2022
Q2 | $764K | Buy |
6,725
+289
| +4% | +$32.8K | 0.01% | 623 |
|
|
2022
Q1 | $700K | Sell |
6,436
-6,550
| -50% | -$712K | 0.01% | 640 |
|
|
2021
Q4 | $1.54M | Buy |
+12,986
| New | +$1.54M | 0.01% | 490 |
|
|
2021
Q2 | $3.95M | Hold |
17,409
| – | – | 0.03% | 312 |
|
|
2021
Q1 | $3.95M | Hold |
17,409
| – | – | 0.03% | 312 |
|
|
2020
Q4 | $3.95M | Hold |
17,409
| – | – | 0.03% | 312 |
|
|
2020
Q3 | $3.95M | Hold |
17,409
| – | – | 0.03% | 312 |
|
|
2020
Q2 | $3.95M | Hold |
17,409
| – | – | 0.03% | 312 |
|
|
2020
Q1 | $3.95M | Hold |
17,409
| – | – | 0.03% | 312 |
|
|
2019
Q4 | $3.95M | Hold |
17,409
| – | – | 0.03% | 312 |
|
|
2019
Q3 | $3.95M | Hold |
17,409
| – | – | 0.03% | 312 |
|
|
2019
Q2 | $3.95M | Hold |
17,409
| – | – | 0.03% | 312 |
|
|
2019
Q1 | $3.95M | Sell |
17,409
-7,650
| -31% | -$1.73M | 0.03% | 312 |
|
|
2018
Q4 | $3.44M | Buy |
25,059
+1,633
| +7% | +$224K | 0.09% | 200 |
|
|
2018
Q3 | $3.86M | Buy |
23,426
+6,441
| +38% | +$1.06M | 0.1% | 188 |
|
|
2018
Q2 | $3.15M | Buy |
16,985
+4,952
| +41% | +$919K | 0.1% | 169 |
|
|
2018
Q1 | $2.21M | Buy |
12,033
+2,713
| +29% | +$498K | 0.09% | 164 |
|
|
2017
Q4 | $1.61M | Sell |
9,320
-2,512
| -21% | -$433K | 0.07% | 196 |
|
|
2017
Q3 | $2.04M | Buy |
11,832
+2,121
| +22% | +$366K | 0.1% | 155 |
|
|
2017
Q2 | $1.37M | Sell |
9,711
-1,954
| -17% | -$275K | 0.07% | 178 |
|
|
2017
Q1 | $1.26M | Buy |
11,665
+304
| +3% | +$32.8K | 0.07% | 174 |
|
|
2016
Q4 | $998K | Sell |
11,361
-909
| -7% | -$79.9K | 0.06% | 180 |
|
|
2016
Q3 | $1.3M | Sell |
12,270
-397
| -3% | -$42K | 0.09% | 158 |
|
|
2016
Q2 | $1.01M | Sell |
12,667
-84
| -0.7% | -$6.68K | 0.07% | 174 |
|
|
2016
Q1 | $1.01M | Sell |
12,751
-638
| -5% | -$50.4K | 0.09% | 157 |
|
|
2015
Q4 | $1.09M | Buy |
13,389
+2,843
| +27% | +$231K | 0.11% | 147 |
|
|
2015
Q3 | $622K | Buy |
10,546
+7,602
| +258% | +$448K | 0.06% | 146 |
|
|
2015
Q2 | $242K | Buy |
+2,944
| New | +$242K | 0.02% | 169 |
|