Forum Financial Management’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	$264K	Sell	2,103 -131	-6%	-$19.7K	﹤0.01%	272
2025 Q4	$327K	Buy	2,234 +65	+3%	+$10.6K	﹤0.01%	702
2025 Q3	$388K	Hold	2,169	–	–	0.01%	588
2025 Q2	$246K	Buy	2,169 +18	+0.8%	+$2.13K	﹤0.01%	780
2025 Q1	$284K	Buy	+2,151	New	+$248K	﹤0.01%	616
2024 Q4	–	Sell	-2,328	Closed	-$247K	–	928
2024 Q3	$247K	Buy	+2,328	New	+$190K	﹤0.01%	617
2024 Q2	–	Sell	-5,823	Closed	-$421K	–	725
2024 Q1	$421K	Buy	5,823 +70	+1%	+$5.13K	0.01%	385
2023 Q4	$446K	Buy	5,753 +515	+10%	+$41K	0.01%	319
2023 Q3	$454K	Hold	5,238	–	–	0.01%	307
2023 Q2	$437K	Sell	5,238 -10	-0.2%	-$875	0.01%	318
2023 Q1	$536K	Sell	5,248 -1	-0%	-$100	0.02%	246
2022 Q4	$462K	Sell	5,249 -131	-2%	-$10.3K	0.02%	272
2022 Q3	$430K	Buy	5,380 +67	+1%	+$6.38K	0.02%	251
2022 Q2	$604K	Sell	5,313 -255	-5%	-$25K	0.03%	198
2022 Q1	$605K	Sell	5,568 -100	-2%	-$11.5K	0.03%	207
2021 Q4	$673K	Buy	+5,668	New	+$825K	0.03%	181