Winthrop Advisory Group’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
3,445
+1,134
+49% +$131K 0.04% 116
2025
Q1
$306K Sell
2,311
-1,100
-32% -$145K 0.04% 116
2024
Q4
$289K Buy
3,411
+1,075
+46% +$91.1K 0.03% 121
2024
Q3
$248K Buy
+2,336
New +$248K 0.03% 124
2022
Q3
Sell
-2,481
Closed -$282K 117
2022
Q2
$282K Hold
2,481
0.07% 94
2022
Q1
$270K Buy
2,481
+287
+13% +$31.2K 0.06% 107
2021
Q4
$261K Sell
2,194
-373
-15% -$44.4K 0.05% 111
2021
Q3
$380K Buy
2,567
+3
+0.1% +$444 0.08% 83
2021
Q2
$581K Sell
2,564
-45
-2% -$10.2K 0.13% 53
2021
Q1
$592K Buy
2,609
+263
+11% +$59.7K 0.15% 53
2020
Q4
$546K Buy
2,346
+790
+51% +$184K 0.14% 58
2020
Q3
$453K Sell
1,556
-40
-3% -$11.6K 0.14% 58
2020
Q2
$345K Hold
1,596
0.12% 58
2020
Q1
$310K Sell
1,596
-50
-3% -$9.71K 0.12% 58
2019
Q4
$349K Buy
1,646
+46
+3% +$9.75K 0.13% 68
2019
Q3
$268K Hold
1,600
0.11% 73
2019
Q2
$271K Hold
1,600
0.11% 70
2019
Q1
$294K Buy
+1,600
New +$294K 0.13% 68
2018
Q4
Sell
-1,400
Closed -$231K 89
2018
Q3
$231K Hold
1,400
0.13% 78
2018
Q2
$260K Buy
+1,400
New +$260K 0.17% 62