Waverly 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 | $2.89M | Buy |
25,445
+2,405
| +10% | +$273K | 0.03% | 410 |
|
|
2025
Q1 | $3.05M | Buy |
23,040
+741
| +3% | +$98K | 0.04% | 391 |
|
|
2024
Q4 | $1.89M | Buy |
22,299
+14,464
| +185% | +$1.23M | 0.03% | 394 |
|
|
2024
Q3 | $831K | Buy |
+7,835
| New | +$831K | 0.02% | 476 |
|
|
2018
Q1 | – | Sell |
-1,422
| Closed | -$245K | – | 195 |
|
|
2017
Q4 | $245K | Hold |
1,422
| – | – | 0.03% | 210 |
|
|
2017
Q3 | $246K | Sell |
1,422
-200
| -12% | -$34.6K | 0.05% | 194 |
|
|
2017
Q2 | $229K | Buy |
+1,622
| New | +$229K | 0.06% | 196 |
|
|
2015
Q4 | – | Sell |
-72
| Closed | -$4K | – | 148 |
|
|
2015
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 381 |
|
|
2015
Q2 | $6K | Sell |
72
-150
| -68% | -$12.5K | ﹤0.01% | 301 |
|
|
2015
Q1 | $18K | Hold |
222
| – | – | 0.01% | 201 |
|
|
2014
Q4 | $23K | Hold |
222
| – | – | 0.01% | 199 |
|
|
2014
Q3 | $20K | Buy |
+222
| New | +$20K | 0.01% | 330 |
|