Pinnacle Wealth Planning Services’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
4,748
+952
| +25% | +$108K | 0.07% | 183 |
|
|
2025
Q1 | $502K | Buy |
3,796
+662
| +21% | +$87.5K | 0.08% | 163 |
|
|
2024
Q4 | $266K | Buy |
3,134
+108
| +4% | +$9.16K | 0.04% | 284 |
|
|
2024
Q3 | $321K | Buy |
+3,026
| New | +$321K | 0.04% | 289 |
|
|
2024
Q1 | – | Sell |
-4,524
| Closed | -$351K | – | 511 |
|
|
2023
Q4 | $351K | Sell |
4,524
-367
| -8% | -$28.4K | 0.06% | 231 |
|
|
2023
Q3 | $424K | Buy |
4,891
+54
| +1% | +$4.68K | 0.07% | 187 |
|
|
2023
Q2 | $403K | Buy |
4,837
+262
| +6% | +$21.8K | 0.07% | 204 |
|
|
2023
Q1 | $467K | Sell |
4,575
-1,873
| -29% | -$191K | 0.08% | 185 |
|
|
2022
Q4 | $568K | Buy |
6,448
+2,145
| +50% | +$189K | 0.1% | 141 |
|
|
2022
Q3 | $344K | Sell |
4,303
-515
| -11% | -$41.2K | 0.06% | 202 |
|
|
2022
Q2 | $548K | Buy |
+4,818
| New | +$548K | 0.1% | 141 |
|
|
2021
Q4 | – | Sell |
-2,191
| Closed | -$324K | – | 427 |
|
|
2021
Q3 | $324K | Sell |
2,191
-2,166
| -50% | -$320K | 0.07% | 222 |
|
|
2021
Q2 | $988K | Buy |
4,357
+423
| +11% | +$95.9K | 0.23% | 71 |
|
|
2021
Q1 | $892K | Sell |
3,934
-2
| -0.1% | -$453 | 0.23% | 72 |
|
|
2020
Q4 | $916K | Sell |
3,936
-221
| -5% | -$51.4K | 0.22% | 68 |
|
|
2020
Q3 | $1.22M | Buy |
4,157
+66
| +2% | +$19.4K | 0.4% | 45 |
|
|
2020
Q2 | $883K | Buy |
4,091
+10
| +0.2% | +$2.16K | 0.29% | 63 |
|
|
2020
Q1 | $793K | Buy |
4,081
+730
| +22% | +$142K | 0.38% | 54 |
|
|
2019
Q4 | $710K | Buy |
3,351
+416
| +14% | +$88.1K | 0.33% | 65 |
|
|
2019
Q3 | $490K | Buy |
2,935
+643
| +28% | +$107K | 0.27% | 80 |
|
|
2019
Q2 | $388K | Buy |
2,292
+459
| +25% | +$77.7K | 0.23% | 83 |
|
|
2019
Q1 | $335K | Buy |
+1,833
| New | +$335K | 0.22% | 93 |
|
|
2018
Q4 | – | Sell |
-2,128
| Closed | -$351K | – | 149 |
|
|
2018
Q3 | $351K | Buy |
2,128
+544
| +34% | +$89.7K | 0.32% | 102 |
|
|
2018
Q2 | $294K | Buy |
1,584
+6
| +0.4% | +$1.11K | 0.29% | 119 |
|
|
2018
Q1 | $290K | Buy |
1,578
+740
| +88% | +$136K | 0.3% | 116 |
|
|
2017
Q4 | $144K | Buy |
+838
| New | +$144K | 0.29% | 68 |
|