Holistic Financial Partners’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
1,862
| – | – | 0.09% | 118 |
|
|
2025
Q1 | $246K | Buy |
+1,862
| New | +$246K | 0.12% | 97 |
|
|
2024
Q4 | – | Sell |
-2,712
| Closed | -$288K | – | 126 |
|
|
2024
Q3 | $288K | Buy |
+2,712
| New | +$288K | 0.14% | 86 |
|
|
2023
Q2 | – | Sell |
-2,177
| Closed | -$222K | – | 110 |
|
|
2023
Q1 | $222K | Buy |
+2,177
| New | +$222K | 0.17% | 90 |
|
|
2022
Q1 | – | Sell |
-1,699
| Closed | -$202K | – | 118 |
|
|
2021
Q4 | $202K | Buy |
1,699
+93
| +6% | +$11.1K | 0.12% | 112 |
|
|
2021
Q3 | $238K | Sell |
1,606
-45
| -3% | -$6.67K | 0.15% | 94 |
|
|
2021
Q2 | $374K | Buy |
1,651
+160
| +11% | +$36.2K | 0.22% | 63 |
|
|
2021
Q1 | $338K | Buy |
1,491
+221
| +17% | +$50.1K | 0.22% | 66 |
|
|
2020
Q4 | $296K | Sell |
1,270
-338
| -21% | -$78.8K | 0.2% | 72 |
|
|
2020
Q3 | $475K | Buy |
1,608
+18
| +1% | +$5.32K | 0.38% | 38 |
|
|
2020
Q2 | $343K | Sell |
1,590
-144
| -8% | -$31.1K | 0.3% | 39 |
|
|
2020
Q1 | $337K | Sell |
1,734
-93
| -5% | -$18.1K | 0.35% | 41 |
|
|
2019
Q4 | $388K | Buy |
1,827
+449
| +33% | +$95.4K | 0.23% | 55 |
|
|
2019
Q3 | $230K | Sell |
1,378
-5
| -0.4% | -$835 | 0.2% | 69 |
|
|
2019
Q2 | $234K | Sell |
1,383
-2,540
| -65% | -$430K | 0.23% | 63 |
|
|
2019
Q1 | $716K | Buy |
+3,923
| New | +$716K | 0.3% | 43 |
|
|
2018
Q2 | – | Sell |
-1,202
| Closed | -$221K | – | 63 |
|
|
2018
Q1 | $221K | Buy |
1,202
+346
| +40% | +$63.6K | 0.18% | 64 |
|
|
2017
Q4 | $148K | Buy |
+856
| New | +$148K | 0.12% | 90 |
|