AE Wealth Management’s HSBC HSBC Stock Holding History

AE Wealth Management’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$448K	Buy
2025 Q1	$388K	Sell
2024 Q4	$341K	Sell
2024 Q3	$313K	Sell
2024 Q2	$328K	Sell
2024 Q1	$302K	Sell
2023 Q4	$1.1M	Buy
2023 Q3	$996K	Buy
2023 Q2	$986K	Buy
2023 Q1	–	Sell
2022 Q4	$836K	Buy