AWA
Aaron Wealth Advisors’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
25,691
+869
| +4% | +$52.8K | 0.16% | 86 |
|
|
2025
Q1 | $1.43M | Buy |
24,822
+1,059
| +4% | +$60.8K | 0.16% | 88 |
|
|
2024
Q4 | $1.18M | Buy |
23,763
+2,894
| +14% | +$143K | 0.14% | 101 |
|
|
2024
Q3 | $943K | Buy |
20,869
+3,594
| +21% | +$162K | 0.11% | 121 |
|
|
2024
Q2 | $751K | Buy |
17,275
+2,877
| +20% | +$125K | 0.1% | 126 |
|
|
2024
Q1 | $567K | Buy |
14,398
+9,252
| +180% | +$364K | 0.08% | 150 |
|
|
2023
Q4 | $209K | Buy |
+5,146
| New | +$209K | 0.03% | 241 |
|
|
2022
Q2 | – | Sell |
-167,609
| Closed | -$4.9M | – | 478 |
|
|
2022
Q1 | $4.9M | Buy |
+167,609
| New | +$4.9M | 0.07% | 128 |
|