Patient Capital Management’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.6M | Sell |
499,110
-34,979
| -7% | -$3.97M | 2.55% | 20 |
|
|
2025
Q1 | $70.6M | Sell |
534,089
-155,623
| -23% | -$20.6M | 3.63% | 11 |
|
|
2024
Q4 | $58.5M | Buy |
689,712
+30,986
| +5% | +$2.63M | 2.7% | 20 |
|
|
2024
Q3 | $69.9M | Sell |
658,726
-67,800
| -9% | -$7.19M | 3.43% | 10 |
|
|
2024
Q2 | $52.3M | Buy |
726,526
+93,325
| +15% | +$6.72M | 2.78% | 16 |
|
|
2024
Q1 | $45.8M | Buy |
633,201
+56,737
| +10% | +$4.11M | 2.23% | 22 |
|
|
2023
Q4 | $44.7M | Sell |
576,464
-57,661
| -9% | -$4.47M | 2.37% | 18 |
|
|
2023
Q3 | $55M | Sell |
634,125
-36,285
| -5% | -$3.15M | 3.23% | 12 |
|
|
2023
Q2 | $55.9M | Buy |
670,410
+583,260
| +669% | +$48.6M | 3.11% | 14 |
|
|
2023
Q1 | $8.9M | Sell |
87,150
-1,225
| -1% | -$125K | 3.97% | 5 |
|
|
2022
Q4 | $7.78M | Sell |
88,375
-3,675
| -4% | -$324K | 3.78% | 5 |
|
|
2022
Q3 | $7.36M | Sell |
92,050
-32,150
| -26% | -$2.57M | 3.67% | 8 |
|
|
2022
Q2 | $14.1M | Buy |
124,200
+21,400
| +21% | +$2.43M | 6.25% | 1 |
|
|
2022
Q1 | $11.2M | Buy |
102,800
+26,600
| +35% | +$2.89M | 3.79% | 3 |
|
|
2021
Q4 | $9.05M | Buy |
+76,200
| New | +$9.05M | 2.61% | 9 |
|