Jeppson Wealth 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 | $510K | Sell |
4,067
-896
| -18% | -$135K | 0.16% | 120 |
|
|
2025
Q4 | $727K | Sell |
4,963
-6
| -0.1% | -$977 | 0.23% | 95 |
|
|
2025
Q3 | $888K | Sell |
4,969
-117
| -2% | -$15.3K | 0.28% | 85 |
|
|
2025
Q2 | $577K | Sell |
5,086
-50
| -1% | -$5.92K | 0.2% | 112 |
|
|
2025
Q1 | $679K | Buy |
5,136
+130
| +3% | +$15K | 0.25% | 91 |
|
|
2024
Q4 | $424K | Buy |
5,006
+1
| +0% | +$94 | 0.15% | 129 |
|
|
2024
Q3 | $531K | Sell |
5,005
-517
| -9% | -$42.3K | 0.19% | 116 |
|
|
2024
Q2 | $398K | Buy |
5,522
+33
| +0.6% | +$2.53K | 0.15% | 130 |
|
|
2024
Q1 | $397K | Buy |
5,489
+1,519
| +38% | +$111K | 0.15% | 138 |
|
|
2023
Q4 | $308K | Sell |
3,970
-3,065
| -44% | -$244K | 0.13% | 152 |
|
|
2023
Q3 | $610K | Buy |
7,035
+525
| +8% | +$48.1K | 0.28% | 91 |
|
|
2023
Q2 | $543K | Buy |
6,510
+2,073
| +47% | +$181K | 0.24% | 104 |
|
|
2023
Q1 | $453K | Buy |
4,437
+348
| +9% | +$34.9K | 0.2% | 115 |
|
|
2022
Q4 | $360K | Sell |
4,089
-3,008
| -42% | -$237K | 0.15% | 128 |
|
|
2022
Q3 | $568K | Buy |
7,097
+262
| +4% | +$25K | 0.26% | 90 |
|
|
2022
Q2 | $777K | Buy |
6,835
+1,010
| +17% | +$99K | 0.33% | 70 |
|
|
2022
Q1 | $633K | Sell |
5,825
-2,018
| -26% | -$232K | 0.3% | 79 |
|
|
2021
Q4 | $932K | Sell |
7,843
-453
| -5% | -$66K | 0.45% | 55 |
|
|
2021
Q3 | $1.23M | Buy |
8,296
+1,355
| +20% | +$247K | 0.64% | 35 |
|
|
2021
Q2 | $1.57M | Sell |
6,941
-115
| -2% | -$25.6K | 0.86% | 25 |
|
|
2021
Q1 | $1.6M | Buy |
7,056
+735
| +12% | +$181K | 0.95% | 20 |
|
|
2020
Q4 | $1.47M | Buy |
6,321
+1,570
| +33% | +$436K | 0.98% | 20 |
|
|
2020
Q3 | $1.4M | Buy |
+4,751
| New | +$1.25M | 1.09% | 17 |
|
Other funds holding BABA
