Plante Moran Financial Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-52
| Closed | -$4.41K | – | 802 |
|
|
2024
Q4 | $4.41K | Buy |
+52
| New | +$4.41K | ﹤0.01% | 707 |
|
|
2024
Q2 | – | Sell |
-428
| Closed | -$31K | – | 796 |
|
|
2024
Q1 | $31K | Hold |
428
| – | – | ﹤0.01% | 429 |
|
|
2023
Q4 | $33.2K | Hold |
428
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $37.1K | Hold |
428
| – | – | ﹤0.01% | 331 |
|
|
2023
Q2 | $35.7K | Hold |
428
| – | – | ﹤0.01% | 344 |
|
|
2023
Q1 | $43.7K | Sell |
428
-35
| -8% | -$3.58K | 0.01% | 307 |
|
|
2022
Q4 | $40.8K | Buy |
463
+35
| +8% | +$3.08K | 0.01% | 340 |
|
|
2022
Q3 | $34K | Sell |
428
-35
| -8% | -$2.78K | 0.01% | 360 |
|
|
2022
Q2 | $53K | Buy |
+463
| New | +$53K | 0.01% | 305 |
|
|
2022
Q1 | – | Sell |
-994
| Closed | -$118K | – | 813 |
|
|
2021
Q4 | $118K | Sell |
994
-156
| -14% | -$18.5K | 0.02% | 229 |
|
|
2021
Q3 | $170K | Sell |
1,150
-355
| -24% | -$52.5K | 0.04% | 209 |
|
|
2021
Q2 | $341K | Sell |
1,505
-38
| -2% | -$8.61K | 0.08% | 119 |
|
|
2021
Q1 | $350K | Sell |
1,543
-73
| -5% | -$16.6K | 0.1% | 108 |
|
|
2020
Q4 | $376K | Buy |
1,616
+1,005
| +164% | +$234K | 0.12% | 108 |
|
|
2020
Q3 | $180K | Buy |
611
+45
| +8% | +$13.3K | 0.06% | 169 |
|
|
2020
Q2 | $122K | Buy |
566
+163
| +40% | +$35.1K | 0.05% | 189 |
|
|
2020
Q1 | $78K | Buy |
403
+106
| +36% | +$20.5K | 0.04% | 214 |
|
|
2019
Q4 | $63K | Sell |
297
-74
| -20% | -$15.7K | 0.02% | 286 |
|
|
2019
Q3 | $62K | Sell |
371
-885
| -70% | -$148K | 0.02% | 308 |
|
|
2019
Q2 | $213K | Buy |
1,256
+186
| +17% | +$31.5K | 0.07% | 137 |
|
|
2019
Q1 | $195K | Buy |
1,070
+274
| +34% | +$49.9K | 0.06% | 151 |
|
|
2018
Q4 | $109K | Buy |
796
+13
| +2% | +$1.78K | 0.04% | 198 |
|
|
2018
Q3 | $129K | Sell |
783
-53
| -6% | -$8.73K | 0.04% | 186 |
|
|
2018
Q2 | $155K | Buy |
836
+474
| +131% | +$87.9K | 0.08% | 185 |
|
|
2018
Q1 | $66K | Sell |
362
-157
| -30% | -$28.6K | 0.04% | 298 |
|
|
2017
Q4 | $89K | Sell |
519
-60
| -10% | -$10.3K | 0.05% | 239 |
|
|
2017
Q3 | $100K | Sell |
579
-10
| -2% | -$1.73K | 0.06% | 202 |
|
|
2017
Q2 | $83K | Sell |
589
-13
| -2% | -$1.83K | 0.05% | 233 |
|
|
2017
Q1 | $65K | Buy |
602
+5
| +0.8% | +$540 | 0.04% | 269 |
|
|
2016
Q4 | $52K | Sell |
597
-10
| -2% | -$871 | 0.03% | 319 |
|
|
2016
Q3 | $64K | Buy |
607
+10
| +2% | +$1.05K | 0.04% | 271 |
|
|
2016
Q2 | $47K | Sell |
597
-22
| -4% | -$1.73K | 0.03% | 292 |
|
|
2016
Q1 | $49K | Buy |
619
+25
| +4% | +$1.98K | 0.04% | 262 |
|
|
2015
Q4 | $48K | Hold |
594
| – | – | 0.04% | 283 |
|
|
2015
Q3 | $35K | Sell |
594
-600
| -50% | -$35.4K | 0.03% | 312 |
|
|
2015
Q2 | $98K | Hold |
1,194
| – | – | 0.07% | 195 |
|
|
2015
Q1 | $99K | Buy |
1,194
+242
| +25% | +$20.1K | 0.07% | 191 |
|
|
2014
Q4 | $99K | Buy |
952
+600
| +170% | +$62.4K | 0.07% | 183 |
|
|
2014
Q3 | $31K | Buy |
+352
| New | +$31K | 0.03% | 327 |
|