Octavia 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 | $235K | Sell |
2,057
-47
| -2% | -$5.38K | 0.03% | 200 |
|
|
2025
Q1 | $278K | Buy |
+2,104
| New | +$278K | 0.03% | 173 |
|
|
2024
Q4 | – | Sell |
-2,202
| Closed | -$234K | – | 222 |
|
|
2024
Q3 | $234K | Buy |
+2,202
| New | +$234K | 0.03% | 198 |
|
|
2022
Q3 | – | Sell |
-2,368
| Closed | -$270K | – | 176 |
|
|
2022
Q2 | $270K | Sell |
2,368
-117
| -5% | -$13.3K | 0.07% | 134 |
|
|
2022
Q1 | $270K | Sell |
2,485
-185
| -7% | -$20.1K | 0.06% | 152 |
|
|
2021
Q4 | $317K | Sell |
2,670
-1,904
| -42% | -$226K | 0.07% | 143 |
|
|
2021
Q3 | $679K | Sell |
4,574
-1,251
| -21% | -$186K | 0.17% | 75 |
|
|
2021
Q2 | $1.32M | Buy |
5,825
+220
| +4% | +$49.9K | 0.35% | 56 |
|
|
2021
Q1 | $1.27M | Sell |
5,605
-3,722
| -40% | -$844K | 0.38% | 56 |
|
|
2020
Q4 | $2.17M | Buy |
+9,327
| New | +$2.17M | 0.7% | 30 |
|