Center for Financial Planning’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Hold |
172
| – | – | ﹤0.01% | 397 |
|
|
2025
Q1 | $22.7K | Buy |
172
+25
| +17% | +$3.31K | ﹤0.01% | 377 |
|
|
2024
Q4 | $12.5K | Buy |
147
+5
| +4% | +$424 | ﹤0.01% | 396 |
|
|
2024
Q3 | $15.1K | Hold |
142
| – | – | ﹤0.01% | 359 |
|
|
2024
Q2 | $10.2K | Hold |
142
| – | – | ﹤0.01% | 394 |
|
|
2024
Q1 | $10.3K | Hold |
142
| – | – | ﹤0.01% | 406 |
|
|
2023
Q4 | $11K | Hold |
142
| – | – | ﹤0.01% | 359 |
|
|
2023
Q3 | $12.3K | Hold |
142
| – | – | ﹤0.01% | 338 |
|
|
2023
Q2 | $11.8K | Hold |
142
| – | – | ﹤0.01% | 366 |
|
|
2023
Q1 | $14.5K | Hold |
142
| – | – | ﹤0.01% | 321 |
|
|
2022
Q4 | $12.5K | Sell |
142
-36
| -20% | -$3.17K | ﹤0.01% | 332 |
|
|
2022
Q3 | $14K | Buy |
178
+36
| +25% | +$2.83K | ﹤0.01% | 316 |
|
|
2022
Q2 | $16K | Hold |
142
| – | – | ﹤0.01% | 308 |
|
|
2022
Q1 | $15K | Hold |
142
| – | – | ﹤0.01% | 333 |
|
|
2021
Q4 | $17K | Sell |
142
-100
| -41% | -$12K | ﹤0.01% | 320 |
|
|
2021
Q3 | $36K | Hold |
242
| – | – | 0.01% | 252 |
|
|
2021
Q2 | $55K | Hold |
242
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $55K | Buy |
242
+42
| +21% | +$9.55K | 0.01% | 206 |
|
|
2020
Q4 | $47K | Hold |
200
| – | – | 0.01% | 205 |
|
|
2020
Q3 | $59K | Hold |
200
| – | – | 0.02% | 174 |
|
|
2020
Q2 | $43K | Sell |
200
-8
| -4% | -$1.72K | 0.02% | 196 |
|
|
2020
Q1 | $40K | Buy |
208
+8
| +4% | +$1.54K | 0.01% | 188 |
|
|
2019
Q4 | $42K | Buy |
+200
| New | +$42K | 0.01% | 199 |
|