CIA
Concurrent Investment Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Sell |
6,509
-401
| -6% | -$45.5K | 0.01% | 694 |
|
|
2025
Q1 | $914K | Buy |
6,910
+422
| +7% | +$55.8K | 0.02% | 564 |
|
|
2024
Q4 | $550K | Sell |
6,488
-1,531
| -19% | -$130K | 0.01% | 636 |
|
|
2024
Q3 | $851K | Buy |
8,019
+554
| +7% | +$58.8K | 0.03% | 501 |
|
|
2024
Q2 | $537K | Buy |
7,465
+307
| +4% | +$22.1K | 0.02% | 557 |
|
|
2024
Q1 | $518K | Buy |
7,158
+3,950
| +123% | +$286K | 0.02% | 537 |
|
|
2023
Q4 | $249K | Buy |
+3,208
| New | +$249K | 0.01% | 703 |
|