EverSource 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
2026 Q1	$386K	Buy	3,078 +111	+4%	+$16.7K	0.01%	722
2025 Q4	$435K	Buy	2,967 +208	+8%	+$33.9K	0.02%	586
2025 Q3	$493K	Sell	2,759 -26	-0.9%	-$3.41K	0.02%	513
2025 Q2	$316K	Buy	2,785 +227	+9%	+$26.9K	0.01%	648
2025 Q1	$338K	Buy	2,558 +635	+33%	+$73.2K	0.02%	483
2024 Q4	$163K	Sell	1,923 -922	-32%	-$87.1K	0.01%	726
2024 Q3	$302K	Buy	2,845 +22	+0.8%	+$1.8K	0.02%	443
2024 Q2	$223K	Buy	2,823 +289	+11%	+$22.2K	0.01%	526
2024 Q1	$190K	Buy	2,534 +98	+4%	+$7.18K	0.01%	507
2023 Q4	$189K	Sell	2,436 -205	-8%	-$16.3K	0.02%	442
2023 Q3	$229K	Buy	2,641 +7	+0.3%	+$641	0.02%	367
2023 Q2	$220K	Buy	2,634 +196	+8%	+$17.2K	0.02%	378
2023 Q1	$249K	Buy	2,438 +815	+50%	+$81.6K	0.03%	334
2022 Q4	$143K	Buy	1,623 +185	+13%	+$14.6K	0.02%	417
2022 Q3	$115K	Sell	1,438 -924	-39%	-$88K	0.03%	394
2022 Q2	$269K	Buy	2,362 +1,672	+242%	+$164K	0.07%	222
2022 Q1	$75K	Buy	690 +92	+15%	+$10.6K	0.02%	401
2021 Q4	$71K	Buy	+598	New	+$87.1K	0.02%	359