Valeo 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
Q2 | $465K | Sell |
4,098
-1,385
| -25% | -$157K | 0.01% | 466 |
|
|
2025
Q1 | $725K | Buy |
5,483
+1,568
| +40% | +$207K | 0.02% | 323 |
|
|
2024
Q4 | $332K | Sell |
3,915
-343
| -8% | -$29.1K | 0.01% | 502 |
|
|
2024
Q3 | $452K | Sell |
4,258
-192
| -4% | -$20.4K | 0.01% | 429 |
|
|
2024
Q2 | $320K | Sell |
4,450
-215
| -5% | -$15.5K | 0.01% | 500 |
|
|
2024
Q1 | $348K | Buy |
4,665
+361
| +8% | +$26.9K | 0.01% | 460 |
|
|
2023
Q4 | $333K | Sell |
4,304
-3,310
| -43% | -$256K | 0.01% | 463 |
|
|
2023
Q3 | $660K | Sell |
7,614
-172
| -2% | -$14.9K | 0.03% | 273 |
|
|
2023
Q2 | $649K | Sell |
7,786
-406
| -5% | -$33.8K | 0.03% | 271 |
|
|
2023
Q1 | $837K | Buy |
8,192
+1,271
| +18% | +$130K | 0.04% | 239 |
|
|
2022
Q4 | $610K | Sell |
6,921
-158
| -2% | -$13.9K | 0.03% | 250 |
|
|
2022
Q3 | $566K | Sell |
7,079
-2,508
| -26% | -$201K | 0.04% | 236 |
|
|
2022
Q2 | $1.09M | Buy |
9,587
+1,135
| +13% | +$129K | 0.07% | 154 |
|
|
2022
Q1 | $917K | Buy |
8,452
+1,568
| +23% | +$170K | 0.05% | 209 |
|
|
2021
Q4 | $818K | Sell |
6,884
-6,004
| -47% | -$713K | 0.04% | 213 |
|
|
2021
Q3 | $1.91M | Buy |
12,888
+8,033
| +165% | +$1.19M | 0.11% | 112 |
|
|
2021
Q2 | $1.1M | Sell |
4,855
-3,750
| -44% | -$850K | 0.07% | 146 |
|
|
2021
Q1 | $1.95M | Sell |
8,605
-1,139
| -12% | -$258K | 0.09% | 117 |
|
|
2020
Q4 | $2.27M | Buy |
9,744
+4,051
| +71% | +$943K | 0.12% | 97 |
|
|
2020
Q3 | $1.67M | Sell |
5,693
-4,233
| -43% | -$1.24M | 0.15% | 93 |
|
|
2020
Q2 | $2.14M | Buy |
9,926
+2,309
| +30% | +$498K | 0.19% | 73 |
|
|
2020
Q1 | $1.5M | Sell |
7,617
-1,243
| -14% | -$244K | 0.16% | 89 |
|
|
2019
Q4 | $1.88M | Buy |
8,860
+995
| +13% | +$211K | 0.18% | 86 |
|
|
2019
Q3 | $1.32M | Buy |
7,865
+205
| +3% | +$34.3K | 0.15% | 91 |
|
|
2019
Q2 | $1.3M | Buy |
7,660
+2,643
| +53% | +$448K | 0.15% | 98 |
|
|
2019
Q1 | $915K | Buy |
5,017
+17
| +0.3% | +$3.1K | 0.11% | 132 |
|
|
2018
Q4 | $685K | Buy |
5,000
+616
| +14% | +$84.4K | 0.1% | 144 |
|
|
2018
Q3 | $621K | Buy |
4,384
+2,674
| +156% | +$379K | 0.08% | 159 |
|
|
2018
Q2 | $304K | Sell |
1,710
-232
| -12% | -$41.2K | 0.04% | 222 |
|
|
2018
Q1 | $356K | Buy |
1,942
+305
| +19% | +$55.9K | 0.06% | 189 |
|
|
2017
Q4 | $282K | Buy |
1,637
+384
| +31% | +$66.2K | 0.05% | 203 |
|
|
2017
Q3 | $216K | Buy |
+1,253
| New | +$216K | 0.05% | 193 |
|