IFWM
Institute for Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Sell |
8,420
-158
| -2% | -$17.9K | 0.11% | 200 |
|
|
2025
Q1 | $1.13M | Buy |
8,578
+93
| +1% | +$12.3K | 0.15% | 161 |
|
|
2024
Q4 | $719K | Sell |
8,485
-682
| -7% | -$57.8K | 0.09% | 227 |
|
|
2024
Q3 | $973K | Buy |
9,167
+3,418
| +59% | +$363K | 0.12% | 182 |
|
|
2024
Q2 | $414K | Buy |
5,749
+116
| +2% | +$8.35K | 0.06% | 319 |
|
|
2024
Q1 | $408K | Sell |
5,633
-162
| -3% | -$11.7K | 0.05% | 319 |
|
|
2023
Q4 | $449K | Sell |
5,795
-946
| -14% | -$73.3K | 0.07% | 288 |
|
|
2023
Q3 | $585K | Sell |
6,741
-79
| -1% | -$6.85K | 0.11% | 226 |
|
|
2023
Q2 | $568K | Buy |
6,820
+6
| +0.1% | +$500 | 0.1% | 229 |
|
|
2023
Q1 | $696K | Sell |
6,814
-421
| -6% | -$43K | 0.13% | 192 |
|
|
2022
Q4 | $637K | Buy |
7,235
+957
| +15% | +$84.3K | 0.13% | 205 |
|
|
2022
Q3 | $502K | Sell |
6,278
-3,138
| -33% | -$251K | 0.11% | 233 |
|
|
2022
Q2 | $1.07M | Buy |
9,416
+1,756
| +23% | +$200K | 0.21% | 121 |
|
|
2022
Q1 | $833K | Buy |
7,660
+1,851
| +32% | +$201K | 0.13% | 189 |
|
|
2021
Q4 | $690K | Sell |
5,809
-3,345
| -37% | -$397K | 0.11% | 220 |
|
|
2021
Q3 | $1.36M | Buy |
9,154
+396
| +5% | +$58.6K | 0.24% | 107 |
|
|
2021
Q2 | $1.99M | Buy |
8,758
+458
| +6% | +$104K | 0.35% | 70 |
|
|
2021
Q1 | $1.88M | Buy |
8,300
+687
| +9% | +$156K | 0.36% | 73 |
|
|
2020
Q4 | $1.77M | Buy |
7,613
+2,272
| +43% | +$529K | 0.35% | 71 |
|
|
2020
Q3 | $1.57M | Buy |
5,341
+1,155
| +28% | +$340K | 0.36% | 66 |
|
|
2020
Q2 | $903K | Buy |
4,186
+2,201
| +111% | +$475K | 0.22% | 119 |
|
|
2020
Q1 | $386K | Sell |
1,985
-1,155
| -37% | -$225K | 0.12% | 229 |
|
|
2019
Q4 | $666K | Buy |
3,140
+73
| +2% | +$15.5K | 0.15% | 203 |
|
|
2019
Q3 | $513K | Sell |
3,067
-3,801
| -55% | -$636K | 0.13% | 231 |
|
|
2019
Q2 | $1.16M | Buy |
6,868
+162
| +2% | +$27.5K | 0.26% | 114 |
|
|
2019
Q1 | $1.22M | Sell |
6,706
-3
| -0% | -$548 | 0.27% | 102 |
|
|
2018
Q4 | $920K | Buy |
+6,709
| New | +$920K | 0.38% | 80 |
|
|
2018
Q1 | – | Sell |
-4,789
| Closed | -$825K | – | 262 |
|
|
2017
Q4 | $825K | Buy |
+4,789
| New | +$825K | 0.19% | 157 |
|
|
2017
Q3 | – | Sell |
-4,434
| Closed | -$623K | – | 258 |
|
|
2017
Q2 | $623K | Buy |
+4,434
| New | +$623K | 0.17% | 187 |
|