AssuredPartners Investment Advisors’s HSBC HSBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$957K	Buy	15,736 +3,065	+24%	+$186K	0.23%	78
2025 Q1	$728K	Buy	12,671 +2,126	+20%	+$122K	0.14%	158
2024 Q4	$522K	Buy	+10,545	New	+$522K	0.1%	194