SWA
SOA Wealth Advisors’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
54,424
+53,605
| +6,545% | +$129K | 0.02% | 250 |
|
|
2025
Q1 | $108K | Sell |
819
-62
| -7% | -$8.2K | 0.02% | 252 |
|
|
2024
Q4 | $74.7K | Sell |
881
-812
| -48% | -$68.8K | 0.01% | 283 |
|
|
2024
Q3 | $180K | Hold |
1,693
| – | – | 0.03% | 193 |
|
|
2024
Q2 | $122K | Sell |
1,693
-110
| -6% | -$7.92K | 0.02% | 226 |
|
|
2024
Q1 | $130K | Sell |
1,803
-213
| -11% | -$15.4K | 0.03% | 221 |
|
|
2023
Q4 | $156K | Hold |
2,016
| – | – | 0.03% | 197 |
|
|
2023
Q3 | $175K | Hold |
2,016
| – | – | 0.04% | 178 |
|
|
2023
Q2 | $168K | Buy |
2,016
+297
| +17% | +$24.8K | 0.04% | 180 |
|
|
2023
Q1 | $176K | Buy |
1,719
+1,034
| +151% | +$106K | 0.04% | 164 |
|
|
2022
Q4 | $60.3K | Hold |
685
| – | – | 0.02% | 262 |
|
|
2022
Q3 | $54K | Hold |
685
| – | – | 0.02% | 253 |
|
|
2022
Q2 | $77K | Sell |
685
-672
| -50% | -$75.5K | 0.02% | 225 |
|
|
2022
Q1 | $147K | Sell |
1,357
-1,351
| -50% | -$146K | 0.04% | 195 |
|
|
2021
Q4 | $333K | Sell |
2,708
-354
| -12% | -$43.5K | 0.08% | 123 |
|
|
2021
Q3 | $453K | Sell |
3,062
-322
| -10% | -$47.6K | 0.12% | 107 |
|
|
2021
Q2 | $767K | Sell |
3,384
-668
| -16% | -$151K | 0.2% | 74 |
|
|
2021
Q1 | $918K | Sell |
4,052
-33
| -0.8% | -$7.48K | 0.26% | 68 |
|
|
2020
Q4 | $1.09M | Buy |
+4,085
| New | +$1.09M | 0.3% | 60 |
|