American Trust Investment Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $571K | Hold |
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|
2025
Q2 | $489K | Hold |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $403K | Hold |
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|
2024
Q3 | $368K | Buy |
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|
2024
Q2 | $343K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $334K | Sell |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $328K | Hold |
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|
2022
Q2 | $410K | Hold |
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|
2022
Q1 | $430K | Hold |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $325K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $416K | Buy |
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|
2019
Q3 | $357K | Hold |
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|
2019
Q2 | $389K | Buy |
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|
2019
Q1 | $331K | Sell |
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|
2018
Q4 | $335K | Sell |
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|
2018
Q3 | $358K | Buy |
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|
2018
Q2 | $374K | Sell |
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|
2018
Q1 | $414K | Sell |
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|
2017
Q4 | $449K | Buy |
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|
2017
Q3 | $362K | Hold |
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|
2017
Q2 | $340K | Buy |
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|
2017
Q1 | $251K | Hold |
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|
2016
Q4 | $248K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $214K | Buy |
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