Mark Sheptoff Financial Planning’s Alibaba BABA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BABA Stock Details BABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.84K	Hold	25	–	–	﹤0.01%	444
2025 Q1	$3.31K	Hold	25	–	–	﹤0.01%	397
2024 Q4	$2.12K	Hold	25	–	–	﹤0.01%	396
2024 Q3	$2.65K	Hold	25	–	–	﹤0.01%	389
2024 Q2	$1.8K	Hold	25	–	–	﹤0.01%	394
2024 Q1	$1.81K	Hold	25	–	–	﹤0.01%	361
2023 Q4	$1.94K	Hold	25	–	–	﹤0.01%	358
2023 Q3	$2.17K	Hold	25	–	–	﹤0.01%	336
2023 Q2	$2.08K	Hold	25	–	–	﹤0.01%	346
2023 Q1	$2.56K	Hold	25	–	–	﹤0.01%	336
2022 Q4	$2.2K	Hold	25	–	–	﹤0.01%	349
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	320
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	318
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	360
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	386
2021 Q3	$4K	Sell	25 -300	-92%	-$48K	﹤0.01%	346
2021 Q2	$74K	Sell	325 -200	-38%	-$45.5K	0.04%	154
2021 Q1	$119K	Hold	525	–	–	0.07%	120
2020 Q4	$122K	Buy	525 +425	+425%	+$98.8K	0.07%	121
2020 Q3	$29K	Sell	100 -300	-75%	-$87K	0.02%	170
2020 Q2	$86K	Sell	400 -3,093	-89%	-$665K	0.06%	123
2020 Q1	$679K	Sell	3,493 -225	-6%	-$43.7K	0.51%	38
2019 Q4	$789K	Buy	3,718 +2,600	+233%	+$552K	0.5%	42
2019 Q3	$187K	Buy	1,118 +405	+57%	+$67.7K	0.13%	94
2019 Q2	$121K	Buy	713 +200	+39%	+$33.9K	0.08%	109
2019 Q1	$94K	Hold	513	–	–	0.07%	117
2018 Q4	$70K	Sell	513 -12,855	-96%	-$1.75M	0.06%	118
2018 Q3	$2.2M	Buy	13,368 +700	+6%	+$115K	1.51%	19
2018 Q2	$2.35M	Buy	12,668 +500	+4%	+$92.8K	1.74%	15
2018 Q1	$2.23M	Buy	12,168 +315	+3%	+$57.8K	1.55%	16
2017 Q4	$2.04M	Buy	11,853 +725	+7%	+$125K	1.33%	19
2017 Q3	$1.92M	Buy	11,128 +3,850	+53%	+$665K	1.29%	19
2017 Q2	$1.03M	Buy	7,278 +7,254	+30,225%	+$1.02M	0.7%	40
2017 Q1	$2K	Buy	24 +1	+4%	+$83	﹤0.01%	334
2016 Q4	$2K	Hold	23	–	–	﹤0.01%	325
2016 Q3	$2K	Buy	+23	New	+$2K	﹤0.01%	322
2015 Q3	–	Sell	-100	Closed	-$8K	–	400
2015 Q2	$8K	Hold	100	–	–	0.01%	281
2015 Q1	$8K	Buy	100 +40	+67%	+$3.2K	0.01%	273
2014 Q4	$6K	Buy	+60	New	+$6K	0.01%	284