Number of Shares
22,030.00
Current Holdings Value*
$2.91 Mil
% of Portfolio
0.07%
Total Estimate Gain
$-30,271.28
% of Total Estimate Gain
-0.60%

Circle Wealth Management, LLC's Alibaba Group Holding Ltd Holding Summary

As of 2025-03-31, Circle Wealth Management, LLC held 22,030.00 shares of Alibaba Group Holding Ltd(BABA), totaling $2.91 Mil. This investment constitutes 0.07% of their stock portfolio, and Circle Wealth Management, LLC now holds 0% of the outstanding Alibaba Group Holding Ltd(BABA) stock.

The initial trade took place in 2018Q2. And since then Circle Wealth Management, LLC has made 8 purchases of BABA, at an average price of $131.35, for a total of 38,210.00 shares. In addition, there have been 10 sales at an average price of $160.31 for 16,180.00 shares. Based on historical transaction data and BABA's current price of $108.70, Circle Wealth Management, LLC's estimated gain on his BABA holdings is $-30,271.28, reflecting a -0.60% gain to date.

Circle Wealth Management, LLC BABA ($108.70) Holding Chart

Circle Wealth Management, LLC BABA ($108.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1