AE Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
7,369
+616
| +9% | +$37.4K | ﹤0.01% | 966 |
|
|
2025
Q1 | $388K | Sell |
6,753
-145
| -2% | -$8.33K | ﹤0.01% | 995 |
|
|
2024
Q4 | $341K | Sell |
6,898
-26
| -0.4% | -$1.29K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $313K | Sell |
6,924
-623
| -8% | -$28.2K | ﹤0.01% | 1013 |
|
|
2024
Q2 | $328K | Sell |
7,547
-120
| -2% | -$5.22K | ﹤0.01% | 999 |
|
|
2024
Q1 | $302K | Sell |
7,667
-20,047
| -72% | -$789K | ﹤0.01% | 960 |
|
|
2023
Q4 | $1.1M | Buy |
27,714
+2,467
| +10% | +$97.8K | 0.01% | 1120 |
|
|
2023
Q3 | $996K | Buy |
25,247
+362
| +1% | +$14.3K | 0.01% | 1097 |
|
|
2023
Q2 | $986K | Buy |
+24,885
| New | +$986K | 0.01% | 1092 |
|
|
2023
Q1 | – | Sell |
-26,827
| Closed | -$836K | – | 1929 |
|
|
2022
Q4 | $836K | Buy |
+26,827
| New | +$836K | 0.01% | 1054 |
|