Atlas Capital 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 | $491K | Sell |
8,083
-3,949
| -33% | -$240K | 0.06% | 259 |
|
|
2025
Q1 | $691K | Buy |
12,032
+10,031
| +501% | +$576K | 0.09% | 198 |
|
|
2024
Q4 | $99K | Buy |
2,001
+1,388
| +226% | +$68.7K | 0.01% | 523 |
|
|
2024
Q3 | $27.7K | Hold |
613
| – | – | ﹤0.01% | 653 |
|
|
2024
Q2 | $26.7K | Hold |
613
| – | – | ﹤0.01% | 662 |
|
|
2024
Q1 | $24.1K | Hold |
613
| – | – | ﹤0.01% | 651 |
|
|
2023
Q4 | $24.9K | Sell |
613
-494
| -45% | -$20K | ﹤0.01% | 672 |
|
|
2023
Q3 | $43.7K | Hold |
1,107
| – | – | 0.01% | 555 |
|
|
2023
Q2 | $43.9K | Hold |
1,107
| – | – | 0.01% | 587 |
|
|
2023
Q1 | $37.8K | Hold |
1,107
| – | – | 0.01% | 604 |
|
|
2022
Q4 | $34.5K | Hold |
1,107
| – | – | 0.01% | 601 |
|
|
2022
Q3 | $28.9K | Sell |
1,107
-6,564
| -86% | -$171K | 0.01% | 610 |
|
|
2022
Q2 | $251K | Buy |
7,671
+7,058
| +1,151% | +$231K | 0.04% | 328 |
|
|
2022
Q1 | $21K | Hold |
613
| – | – | ﹤0.01% | 633 |
|
|
2021
Q4 | $18.5K | Hold |
613
| – | – | ﹤0.01% | 648 |
|
|
2021
Q3 | $16K | Buy |
613
+204
| +50% | +$5.33K | ﹤0.01% | 663 |
|
|
2021
Q2 | $11.8K | Buy |
+409
| New | +$11.8K | ﹤0.01% | 715 |
|
|
2020
Q3 | – | Sell |
-505
| Closed | -$11.8K | – | 424 |
|
|
2020
Q2 | $11.8K | Buy |
+505
| New | +$11.8K | ﹤0.01% | 596 |
|
|
2020
Q1 | – | Sell |
-198
| Closed | -$7.74K | – | 687 |
|
|
2019
Q4 | $7.74K | Hold |
198
| – | – | ﹤0.01% | 596 |
|
|
2019
Q3 | $7.58K | Sell |
198
-14,592
| -99% | -$558K | ﹤0.01% | 588 |
|
|
2019
Q2 | $617K | Buy |
14,790
+14,496
| +4,931% | +$605K | 0.2% | 139 |
|
|
2019
Q1 | $5.19K | Buy |
294
+7
| +2% | +$124 | ﹤0.01% | 549 |
|
|
2018
Q4 | $11.4K | Buy |
287
+131
| +84% | +$5.2K | ﹤0.01% | 500 |
|
|
2018
Q3 | $6.58K | Sell |
156
-2
| -1% | -$84 | ﹤0.01% | 516 |
|
|
2018
Q2 | $7.01K | Buy |
+158
| New | +$7.01K | ﹤0.01% | 483 |
|