JFS Wealth Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.5K | Buy |
595
+49
| +9% | +$5.56K | ﹤0.01% | 424 |
|
|
2025
Q1 | $72.2K | Sell |
546
-181
| -25% | -$23.9K | ﹤0.01% | 412 |
|
|
2024
Q4 | $61.6K | Buy |
727
+206
| +40% | +$17.5K | ﹤0.01% | 423 |
|
|
2024
Q3 | $55.3K | Buy |
521
+19
| +4% | +$2.02K | ﹤0.01% | 444 |
|
|
2024
Q2 | $36.1K | Buy |
502
+70
| +16% | +$5.04K | ﹤0.01% | 474 |
|
|
2024
Q1 | $31.3K | Sell |
432
-140
| -24% | -$10.1K | ﹤0.01% | 522 |
|
|
2023
Q4 | $44.3K | Sell |
572
-83
| -13% | -$6.43K | ﹤0.01% | 426 |
|
|
2023
Q3 | $56.8K | Buy |
655
+46
| +8% | +$3.99K | 0.01% | 359 |
|
|
2023
Q2 | $50.8K | Sell |
609
-28
| -4% | -$2.33K | ﹤0.01% | 367 |
|
|
2023
Q1 | $65.1K | Buy |
637
+17
| +3% | +$1.74K | 0.01% | 332 |
|
|
2022
Q4 | $54.6K | Sell |
620
-909
| -59% | -$80.1K | 0.01% | 353 |
|
|
2022
Q3 | $122K | Sell |
1,529
-195
| -11% | -$15.6K | 0.01% | 262 |
|
|
2022
Q2 | $196K | Buy |
1,724
+772
| +81% | +$87.8K | 0.02% | 212 |
|
|
2022
Q1 | $104K | Sell |
952
-581
| -38% | -$63.5K | 0.01% | 297 |
|
|
2021
Q4 | $182K | Buy |
1,533
+287
| +23% | +$34.1K | 0.02% | 240 |
|
|
2021
Q3 | $184K | Buy |
1,246
+451
| +57% | +$66.6K | 0.02% | 224 |
|
|
2021
Q2 | $180K | Buy |
795
+402
| +102% | +$91K | 0.03% | 174 |
|
|
2021
Q1 | $89K | Buy |
393
+29
| +8% | +$6.57K | 0.02% | 205 |
|
|
2020
Q4 | $85K | Buy |
364
+166
| +84% | +$38.8K | 0.02% | 201 |
|
|
2020
Q3 | $58K | Hold |
198
| – | – | 0.01% | 215 |
|
|
2020
Q2 | $43K | Hold |
198
| – | – | 0.01% | 243 |
|
|
2020
Q1 | $39K | Sell |
198
-213
| -52% | -$42K | 0.01% | 234 |
|
|
2019
Q4 | $87K | Buy |
+411
| New | +$87K | 0.02% | 205 |
|
|
2016
Q2 | – | Sell |
-18
| Closed | -$1K | – | 513 |
|
|
2016
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 555 |
|