WealthPLAN Partners’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,793
| Closed | -$274K | – | 300 |
|
|
2024
Q1 | $274K | Sell |
3,793
-266
| -7% | -$19.5K | 0.03% | 269 |
|
|
2023
Q4 | $315K | Hold |
4,059
| – | – | 0.03% | 263 |
|
|
2023
Q3 | $352K | Sell |
4,059
-38
| -0.9% | -$3.48K | 0.04% | 248 |
|
|
2023
Q2 | $341K | Sell |
4,097
-16
| -0.4% | -$1.4K | 0.05% | 234 |
|
|
2023
Q1 | $420K | Sell |
4,113
-567
| -12% | -$56.8K | 0.05% | 219 |
|
|
2022
Q4 | $488K | Buy |
+4,680
| New | +$369K | 0.03% | 256 |
|
|
2022
Q1 | $473K | Sell |
4,873
-2,407
| -33% | -$277K | 0.03% | 258 |
|
|
2021
Q4 | $916K | Sell |
7,280
-259
| -3% | -$37.7K | 0.06% | 185 |
|
|
2021
Q3 | $946K | Buy |
7,539
+2,903
| +63% | +$528K | 0.06% | 172 |
|
|
2021
Q2 | $903K | Buy |
4,636
+639
| +16% | +$142K | 0.06% | 159 |
|
|
2021
Q1 | $911K | Buy |
+3,997
| New | +$982K | 0.07% | 153 |
|
|
2020
Q4 | – | Sell |
-1,147
| Closed | -$303K | – | 338 |
|
|
2020
Q3 | $303K | Sell |
1,147
-1,725
| -60% | -$454K | 0.03% | 252 |
|
|
2020
Q2 | $729K | Sell |
2,872
-555
| -16% | -$116K | 0.08% | 144 |
|
|
2020
Q1 | $690K | Buy |
+3,427
| New | +$715K | 0.09% | 128 |
|
|
2017
Q2 | – | Sell |
-625
| Closed | -$67.2K | – | 200 |
|
|
2017
Q1 | $67.2K | Buy |
+625
| New | +$63.6K | 0.23% | 82 |
|
|
2016
Q3 | $96.2K | Sell |
912
-1,437
| -61% | -$133K | 0.03% | 235 |
|
|
2016
Q2 | $88.9K | Buy |
+2,349
| New | +$184K | 0.01% | 654 |
|
|
2015
Q4 | $136K | Buy |
+4,525
| New | +$355K | 0.02% | 338 |
|
|
2015
Q2 | $112K | Buy |
1,365
+145
| +12% | +$12.5K | 0.05% | 117 |
|
|
2015
Q1 | $101K | Buy |
+1,220
| New | +$110K | 0.05% | 172 |
|
Other funds holding BABA
AL
