Retirement Planning Company of New England’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Buy
18,330
+885
+5% +$100K 0.93% 28
2025
Q1
$2.31M Buy
17,445
+7,133
+69% +$943K 1.15% 20
2024
Q4
$874K Buy
10,312
+974
+10% +$82.6K 0.42% 60
2024
Q3
$991K Buy
9,338
+864
+10% +$91.7K 0.49% 54
2024
Q2
$610K Buy
8,474
+492
+6% +$35.4K 0.33% 91
2024
Q1
$578K Sell
7,982
-4,550
-36% -$329K 0.32% 98
2023
Q4
$971K Buy
12,532
+377
+3% +$29.2K 0.44% 69
2023
Q3
$1.05M Buy
12,155
+3,957
+48% +$343K 0.59% 55
2023
Q2
$683K Buy
8,198
+1,265
+18% +$105K 0.39% 81
2023
Q1
$708K Sell
6,933
-587
-8% -$60K 0.43% 76
2022
Q4
$662K Buy
7,520
+576
+8% +$50.7K 0.43% 74
2022
Q3
$555K Buy
6,944
+419
+6% +$33.5K 0.4% 81
2022
Q2
$741K Buy
6,525
+925
+17% +$105K 0.51% 66
2022
Q1
$609K Buy
5,600
+151
+3% +$16.4K 0.34% 92
2021
Q4
$647K Buy
+5,449
New +$647K 0.31% 87