EWM
Empirical Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
2,855
+239
| +9% | +$27.1K | 0.01% | 513 |
|
|
2025
Q1 | $346K | Sell |
2,616
-123
| -4% | -$16.3K | 0.01% | 478 |
|
|
2024
Q4 | $232K | Buy |
+2,739
| New | +$232K | 0.01% | 549 |
|
|
2023
Q4 | – | Sell |
-2,911
| Closed | -$253K | – | 496 |
|
|
2023
Q3 | $253K | Buy |
2,911
+30
| +1% | +$2.6K | 0.01% | 403 |
|
|
2023
Q2 | $240K | Buy |
+2,881
| New | +$240K | 0.01% | 407 |
|
|
2021
Q3 | – | Sell |
-2,751
| Closed | -$624K | – | 455 |
|
|
2021
Q2 | $624K | Buy |
2,751
+97
| +4% | +$22K | 0.04% | 258 |
|
|
2021
Q1 | $602K | Buy |
2,654
+1,097
| +70% | +$249K | 0.05% | 223 |
|
|
2020
Q4 | $362K | Buy |
1,557
+120
| +8% | +$27.9K | 0.03% | 280 |
|
|
2020
Q3 | $422K | Sell |
1,437
-622
| -30% | -$183K | 0.04% | 240 |
|
|
2020
Q2 | $444K | Buy |
2,059
+530
| +35% | +$114K | 0.04% | 226 |
|
|
2020
Q1 | $297K | Sell |
1,529
-352
| -19% | -$68.4K | 0.03% | 247 |
|
|
2019
Q4 | $399K | Sell |
1,881
-21
| -1% | -$4.46K | 0.04% | 216 |
|
|
2019
Q3 | $318K | Buy |
1,902
+558
| +42% | +$93.3K | 0.04% | 223 |
|
|
2019
Q2 | $228K | Buy |
+1,344
| New | +$228K | 0.03% | 237 |
|