Aprio 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 | $1.07M | Sell |
17,591
-3,863
| -18% | -$235K | 0.12% | 106 |
|
|
2025
Q1 | $1.23M | Buy |
21,454
+4,194
| +24% | +$241K | 0.15% | 89 |
|
|
2024
Q4 | $854K | Buy |
17,260
+4,743
| +38% | +$235K | 0.12% | 96 |
|
|
2024
Q3 | $566K | Buy |
12,517
+4,035
| +48% | +$182K | 0.09% | 113 |
|
|
2024
Q2 | $369K | Buy |
8,482
+3,065
| +57% | +$133K | 0.07% | 139 |
|
|
2024
Q1 | $213K | Sell |
5,417
-164
| -3% | -$6.46K | 0.04% | 208 |
|
|
2023
Q4 | $226K | Buy |
+5,581
| New | +$226K | 0.05% | 169 |
|