EP Wealth Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Buy |
|
|||||
|
2025
Q1 | $615K | Sell |
|
|||||
|
2024
Q4 | $397K | Sell |
|
|||||
|
2024
Q3 | $525K | Sell |
|
|||||
|
2024
Q2 | $406K | Buy |
|
|||||
|
2024
Q1 | $317K | Sell |
|
|||||
|
2023
Q4 | $412K | Buy |
|
|||||
|
2023
Q3 | $396K | Sell |
|
|||||
|
2023
Q2 | $433K | Sell |
|
|||||
|
2023
Q1 | $8.49M | Buy |
|
|||||
|
2022
Q4 | $473K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $467K | Sell |
|
|||||
|
2022
Q1 | $507K | Sell |
|
|||||
|
2021
Q4 | $589K | Sell |
|
|||||
|
2021
Q3 | $777K | Sell |
|
|||||
|
2021
Q2 | $1.24M | Sell |
|
|||||
|
2021
Q1 | $1.53M | Buy |
|
|||||
|
2020
Q4 | $1.46M | Buy |
|
|||||
|
2020
Q3 | $1.67M | Sell |
|
|||||
|
2020
Q2 | $1.33M | Sell |
|
|||||
|
2020
Q1 | $1.52M | Buy |
|
|||||
|
2019
Q4 | $1.63M | Buy |
|
|||||
|
2019
Q3 | $1.25M | Sell |
|
|||||
|
2019
Q2 | $1.29M | Buy |
|
|||||
|
2019
Q1 | $362K | Sell |
|
|||||
|
2018
Q4 | $303K | Sell |
|
|||||
|
2018
Q3 | $482K | Buy |
|
|||||
|
2018
Q2 | $460K | Buy |
|
|||||
|
2018
Q1 | $440K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $344K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $9.6M | Sell |
|
|||||
|
2015
Q4 | $10.7M | Buy |
|
|||||
|
2015
Q3 | $7.63M | Buy |
|