CWM
Cedar Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46K | Sell |
57
-4,607
| -99% | -$522K | ﹤0.01% | 177 |
|
|
2025
Q1 | $617K | Sell |
4,664
-4,991
| -52% | -$660K | 0.22% | 41 |
|
|
2024
Q4 | $819K | Buy |
9,655
+1,682
| +21% | +$143K | 0.3% | 32 |
|
|
2024
Q3 | $846K | Sell |
7,973
-1,682
| -17% | -$178K | 0.26% | 49 |
|
|
2024
Q2 | $695K | Buy |
9,655
+93
| +1% | +$6.7K | 0.23% | 60 |
|
|
2024
Q1 | $692K | Buy |
9,562
+9,472
| +10,524% | +$685K | 0.23% | 54 |
|
|
2023
Q4 | $6.98K | Sell |
90
-126
| -58% | -$9.77K | ﹤0.01% | 235 |
|
|
2023
Q3 | $18.7K | Hold |
216
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $18K | Hold |
216
| – | – | 0.01% | 214 |
|
|
2023
Q1 | $22.1K | Sell |
216
-3,779
| -95% | -$386K | 0.01% | 197 |
|
|
2022
Q4 | $352K | Hold |
3,995
| – | – | 0.17% | 67 |
|
|
2022
Q3 | $320K | Hold |
3,995
| – | – | 0.16% | 81 |
|
|
2022
Q2 | $454K | Hold |
3,995
| – | – | 0.21% | 71 |
|
|
2022
Q1 | $435K | Buy |
3,995
+1,662
| +71% | +$181K | 0.18% | 81 |
|
|
2021
Q4 | $277K | Buy |
2,333
+1,019
| +78% | +$121K | 0.11% | 106 |
|
|
2021
Q3 | $195K | Buy |
1,314
+238
| +22% | +$35.3K | 0.09% | 107 |
|
|
2021
Q2 | $244K | Buy |
1,076
+96
| +10% | +$21.8K | 0.11% | 98 |
|
|
2021
Q1 | $222K | Buy |
980
+357
| +57% | +$80.9K | 0.11% | 97 |
|
|
2020
Q4 | $145K | Buy |
623
+450
| +260% | +$105K | 0.08% | 100 |
|
|
2020
Q3 | $51K | Buy |
173
+30
| +21% | +$8.84K | 0.03% | 130 |
|
|
2020
Q2 | $31K | Hold |
143
| – | – | 0.02% | 145 |
|
|
2020
Q1 | $28K | Buy |
143
+30
| +27% | +$5.87K | 0.02% | 143 |
|
|
2019
Q4 | $24K | Sell |
113
-500
| -82% | -$106K | 0.01% | 118 |
|
|
2019
Q3 | $103K | Hold |
613
| – | – | 0.07% | 80 |
|
|
2019
Q2 | $104K | Hold |
613
| – | – | 0.07% | 88 |
|
|
2019
Q1 | $112K | Hold |
613
| – | – | 0.07% | 82 |
|
|
2018
Q4 | $84K | Hold |
613
| – | – | 0.06% | 78 |
|
|
2018
Q3 | $101K | Hold |
613
| – | – | 0.05% | 80 |
|
|
2018
Q2 | $114K | Buy |
613
+113
| +23% | +$21K | 0.06% | 65 |
|
|
2018
Q1 | $92K | Hold |
500
| – | – | 0.06% | 80 |
|
|
2017
Q4 | $86K | Hold |
500
| – | – | 0.05% | 79 |
|
|
2017
Q3 | $86K | Hold |
500
| – | – | 0.05% | 81 |
|
|
2017
Q2 | $70K | Hold |
500
| – | – | 0.05% | 80 |
|
|
2017
Q1 | $54K | Hold |
500
| – | – | 0.03% | 81 |
|
|
2016
Q4 | $44K | Hold |
500
| – | – | 0.03% | 82 |
|
|
2016
Q3 | $53K | Hold |
500
| – | – | 0.04% | 66 |
|
|
2016
Q2 | $40K | Buy |
+500
| New | +$40K | 0.03% | 81 |
|