Forum Financial Management’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Buy
2,169
+18
+0.8% +$2.04K ﹤0.01% 779
2025
Q1
$284K Buy
+2,151
New +$284K ﹤0.01% 615
2024
Q4
Sell
-2,328
Closed -$247K 927
2024
Q3
$247K Buy
+2,328
New +$247K ﹤0.01% 615
2024
Q2
Sell
-5,823
Closed -$421K 724
2024
Q1
$421K Buy
5,823
+70
+1% +$5.07K 0.01% 384
2023
Q4
$446K Buy
5,753
+515
+10% +$39.9K 0.01% 318
2023
Q3
$454K Hold
5,238
0.01% 306
2023
Q2
$437K Sell
5,238
-10
-0.2% -$834 0.01% 318
2023
Q1
$536K Sell
5,248
-1
-0% -$102 0.02% 246
2022
Q4
$462K Sell
5,249
-131
-2% -$11.5K 0.02% 272
2022
Q3
$430K Buy
5,380
+67
+1% +$5.36K 0.02% 251
2022
Q2
$604K Sell
5,313
-255
-5% -$29K 0.03% 198
2022
Q1
$605K Sell
5,568
-100
-2% -$10.9K 0.03% 207
2021
Q4
$673K Buy
+5,668
New +$673K 0.03% 181