Pinnacle Wealth Planning Services’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	$556K	Sell	4,430 -474	-10%	-$71.3K	0.06%	198
2025 Q4	$719K	Sell	4,904 -187	-4%	-$30.5K	0.08%	140
2025 Q3	$910K	Buy	5,091 +343	+7%	+$44.9K	0.11%	111
2025 Q2	$538K	Buy	4,748 +952	+25%	+$113K	0.07%	183
2025 Q1	$502K	Buy	3,796 +662	+21%	+$76.3K	0.08%	163
2024 Q4	$266K	Buy	3,134 +108	+4%	+$10.2K	0.04%	284
2024 Q3	$321K	Buy	+3,026	New	+$248K	0.04%	289
2024 Q1	–	Sell	-4,524	Closed	-$351K	–	511
2023 Q4	$351K	Sell	4,524 -367	-8%	-$29.2K	0.06%	231
2023 Q3	$424K	Buy	4,891 +54	+1%	+$4.94K	0.07%	187
2023 Q2	$403K	Buy	4,837 +262	+6%	+$22.9K	0.07%	204
2023 Q1	$467K	Sell	4,575 -1,873	-29%	-$188K	0.08%	185
2022 Q4	$568K	Buy	6,448 +2,145	+50%	+$169K	0.1%	141
2022 Q3	$344K	Sell	4,303 -515	-11%	-$49.1K	0.06%	203
2022 Q2	$548K	Buy	+4,818	New	+$472K	0.1%	141
2021 Q4	–	Sell	-2,191	Closed	-$324K	–	431
2021 Q3	$324K	Sell	2,191 -2,166	-50%	-$394K	0.07%	224
2021 Q2	$988K	Buy	4,357 +423	+11%	+$94K	0.24%	76
2021 Q1	$892K	Sell	3,934 -2	-0.1%	-$491	0.23%	73
2020 Q4	$916K	Sell	3,936 -221	-5%	-$61.4K	0.22%	68
2020 Q3	$1.22M	Buy	4,157 +66	+2%	+$17.4K	0.4%	45
2020 Q2	$883K	Buy	4,091 +10	+0.2%	+$2.08K	0.29%	64
2020 Q1	$793K	Buy	4,081 +730	+22%	+$152K	0.38%	55
2019 Q4	$710K	Buy	3,351 +416	+14%	+$78.1K	0.34%	66
2019 Q3	$490K	Buy	2,935 +643	+28%	+$111K	0.27%	80
2019 Q2	$388K	Buy	2,292 +459	+25%	+$79.2K	0.23%	83
2019 Q1	$335K	Buy	+1,833	New	+$308K	0.22%	93
2018 Q4	–	Sell	-2,128	Closed	-$351K	–	149
2018 Q3	$351K	Buy	2,128 +544	+34%	+$96.3K	0.32%	102
2018 Q2	$294K	Buy	1,584 +6	+0.4%	+$1.14K	0.29%	119
2018 Q1	$290K	Buy	1,578 +740	+88%	+$139K	0.3%	116
2017 Q4	$144K	Buy	+838	New	+$150K	0.29%	68