EverSource Wealth Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
2,785
+227
| +9% | +$25.7K | 0.01% | 647 |
|
|
2025
Q1 | $338K | Buy |
2,558
+635
| +33% | +$84K | 0.02% | 482 |
|
|
2024
Q4 | $163K | Sell |
1,923
-922
| -32% | -$78.2K | 0.01% | 726 |
|
|
2024
Q3 | $302K | Buy |
2,845
+22
| +0.8% | +$2.34K | 0.02% | 443 |
|
|
2024
Q2 | $223K | Buy |
2,823
+289
| +11% | +$22.8K | 0.01% | 526 |
|
|
2024
Q1 | $190K | Buy |
2,534
+98
| +4% | +$7.33K | 0.01% | 507 |
|
|
2023
Q4 | $189K | Sell |
2,436
-205
| -8% | -$15.9K | 0.02% | 442 |
|
|
2023
Q3 | $229K | Buy |
2,641
+7
| +0.3% | +$607 | 0.02% | 367 |
|
|
2023
Q2 | $220K | Buy |
2,634
+196
| +8% | +$16.3K | 0.02% | 378 |
|
|
2023
Q1 | $249K | Buy |
2,438
+815
| +50% | +$83.3K | 0.03% | 334 |
|
|
2022
Q4 | $143K | Buy |
1,623
+185
| +13% | +$16.3K | 0.02% | 417 |
|
|
2022
Q3 | $115K | Sell |
1,438
-924
| -39% | -$73.9K | 0.03% | 394 |
|
|
2022
Q2 | $269K | Buy |
2,362
+1,672
| +242% | +$190K | 0.07% | 222 |
|
|
2022
Q1 | $75K | Buy |
690
+92
| +15% | +$10K | 0.02% | 401 |
|
|
2021
Q4 | $71K | Buy |
+598
| New | +$71K | 0.02% | 359 |
|