Congress Wealth 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 | $1.01M | Buy |
8,906
+380
| +4% | +$43.1K | 0.01% | 702 |
|
|
2025
Q1 | $1.13M | Buy |
8,526
+2,201
| +35% | +$292K | 0.01% | 606 |
|
|
2024
Q4 | $536K | Buy |
6,325
+141
| +2% | +$12K | 0.01% | 626 |
|
|
2024
Q3 | $656K | Buy |
+6,184
| New | +$656K | 0.01% | 587 |
|
|
2024
Q1 | – | Sell |
-3,283
| Closed | -$254K | – | 583 |
|
|
2023
Q4 | $254K | Sell |
3,283
-7,125
| -68% | -$552K | ﹤0.01% | 557 |
|
|
2023
Q3 | $903K | Buy |
10,408
+50
| +0.5% | +$4.34K | 0.02% | 387 |
|
|
2023
Q2 | $863K | Buy |
10,358
+10
| +0.1% | +$834 | 0.02% | 354 |
|
|
2023
Q1 | $1.06M | Buy |
10,348
+6,125
| +145% | +$626K | 0.03% | 330 |
|
|
2022
Q4 | $372K | Sell |
4,223
-5,189
| -55% | -$457K | 0.01% | 449 |
|
|
2022
Q3 | $753K | Buy |
9,412
+4,665
| +98% | +$373K | 0.02% | 361 |
|
|
2022
Q2 | $540K | Sell |
4,747
-762
| -14% | -$86.7K | 0.01% | 396 |
|
|
2022
Q1 | $599K | Buy |
5,509
+2,124
| +63% | +$231K | 0.01% | 419 |
|
|
2021
Q4 | $402K | Buy |
+3,385
| New | +$402K | 0.01% | 490 |
|