180 Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
5,277
-261
| -5% | -$15.9K | 0.04% | 322 |
|
|
2025
Q1 | $318K | Sell |
5,538
-589
| -10% | -$33.8K | 0.05% | 309 |
|
|
2024
Q4 | $303K | Buy |
6,127
+112
| +2% | +$5.54K | 0.05% | 323 |
|
|
2024
Q3 | $272K | Sell |
6,015
-21
| -0.3% | -$949 | 0.04% | 352 |
|
|
2024
Q2 | $262K | Buy |
6,036
+338
| +6% | +$14.7K | 0.04% | 351 |
|
|
2024
Q1 | $224K | Buy |
+5,698
| New | +$224K | 0.04% | 350 |
|
|
2019
Q1 | – | Sell |
-17,583
| Closed | -$746K | – | 264 |
|
|
2018
Q4 | $746K | Sell |
17,583
-831
| -5% | -$35.3K | 0.35% | 87 |
|
|
2018
Q3 | $772K | Buy |
18,414
+1,356
| +8% | +$56.9K | 0.36% | 85 |
|
|
2018
Q2 | $758K | Buy |
17,058
+10,370
| +155% | +$461K | 0.38% | 84 |
|
|
2018
Q1 | $299K | Sell |
6,688
-1,092
| -14% | -$48.8K | 0.16% | 166 |
|
|
2017
Q4 | $367K | Buy |
+7,780
| New | +$367K | 0.19% | 143 |
|