Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$128K Hold
1,023
0.01% 277
2025
Q4
$150K Hold
1,023
0.01% 241
2025
Q3
$183K Hold
1,023
0.02% 228
2025
Q2
$116K Hold
1,023
0.01% 266
2025
Q1
$135K Hold
1,023
0.01% 251
2024
Q4
$86.7K Hold
1,023
0.01% 297
2024
Q3
$109K Hold
1,023
0.01% 279
2024
Q2
$73.7K Sell
1,023
-45
-4% -$3.45K 0.01% 304
2024
Q1
$77.3K Sell
1,068
-85
-7% -$6.23K 0.01% 297
2023
Q4
$89.4K Hold
1,153
0.01% 278
2023
Q3
$100K Hold
1,153
0.01% 246
2023
Q2
$96.1K Hold
1,153
0.01% 252
2023
Q1
$118K Hold
1,153
0.02% 251
2022
Q4
$102K Sell
1,153
-167
-13% -$13.2K 0.01% 265
2022
Q3
$106K Hold
1,320
0.02% 248
2022
Q2
$150K Sell
1,320
-62
-4% -$6.08K 0.02% 214
2022
Q1
$150K Sell
1,382
-360
-21% -$41.5K 0.02% 222
2021
Q4
$207K Sell
1,742
-30
-2% -$4.37K 0.02% 204
2021
Q3
$262K Sell
1,772
-35
-2% -$6.37K 0.03% 181
2021
Q2
$410K Hold
1,807
0.04% 154
2021
Q1
$410K Hold
1,807
0.05% 154
2020
Q4
$421K Sell
1,807
-25
-1% -$6.94K 0.05% 152
2020
Q3
$539K Sell
1,832
-80
-4% -$21.1K 0.07% 139
2020
Q2
$412K Hold
1,912
0.06% 138
2020
Q1
$372K Sell
1,912
-148
-7% -$30.9K 0.06% 137
2019
Q4
$437K Sell
2,060
-2,716
-57% -$510K 0.06% 147
2019
Q3
$799K Sell
4,776
-100
-2% -$17.2K 0.11% 128
2019
Q2
$826K Sell
4,876
-120
-2% -$20.7K 0.11% 126
2019
Q1
$912K Buy
4,996
+88
+2% +$14.8K 0.13% 120
2018
Q4
$673K Sell
4,908
-200
-4% -$29.6K 0.11% 127
2018
Q3
$842K Buy
5,108
+3,933
+335% +$696K 0.12% 125
2018
Q2
$218K Hold
1,175
0.03% 193
2018
Q1
$215K Sell
1,175
-109
-8% -$20.5K 0.03% 198
2017
Q4
$221K Sell
1,284
-66
-5% -$11.8K 0.03% 203
2017
Q3
$233K Sell
1,350
-25
-2% -$4.05K 0.03% 200
2017
Q2
$193K Buy
1,375
+200
+17% +$24.7K 0.03% 213
2017
Q1
$127K Buy
1,175
+235
+25% +$23.9K 0.02% 255
2016
Q4
$82K Buy
+940
New +$90.5K 0.01% 293
2016
Q3
Sell
-3,195
Closed -$254K 214
2016
Q2
$254K Sell
3,195
-49
-2% -$3.83K 0.04% 189
2016
Q1
$256K Buy
3,244
+260
+9% +$18.3K 0.04% 189
2015
Q4
$243K Buy
+2,984
New +$234K 0.04% 187

Other funds holding BABA