Atria Investments’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.22M | Buy |
26,876
+3,953
| +17% | +$335K | 0.02% | 666 |
|
|
2025
Q4 | $1.8M | Buy |
22,923
+5,702
| +33% | +$408K | 0.02% | 775 |
|
|
2025
Q3 | $1.22M | Buy |
17,221
+8,102
| +89% | +$527K | 0.01% | 944 |
|
|
2025
Q2 | $554K | Buy |
9,119
+4,002
| +78% | +$228K | 0.01% | 1361 |
|
|
2025
Q1 | $294K | Sell |
5,117
-772
| -13% | -$42.2K | ﹤0.01% | 1630 |
|
|
2024
Q4 | $291K | Buy |
+5,889
| New | +$273K | ﹤0.01% | 1606 |
|
|
2024
Q3 | – | Sell |
-10,731
| Closed | -$467K | – | 1966 |
|
|
2024
Q2 | $467K | Buy |
+10,731
| New | +$462K | 0.01% | 1341 |
|
|
2020
Q1 | – | Sell |
-12,220
| Closed | -$478K | – | 817 |
|
|
2019
Q4 | $478K | Buy |
+12,220
| New | +$463K | 0.01% | 801 |
|
|
2019
Q3 | – | Sell |
-6,131
| Closed | -$223K | – | 916 |
|
|
2019
Q2 | $223K | Buy |
6,131
+788
| +15% | +$33K | 0.01% | 865 |
|
|
2019
Q1 | $214K | Sell |
5,343
-11,215
| -68% | -$452K | 0.01% | 839 |
|
|
2018
Q4 | $656K | Buy |
16,558
+164
| +1% | +$6.57K | 0.03% | 414 |
|
|
2018
Q3 | $687K | Buy |
16,394
+1,402
| +9% | +$60.8K | 0.03% | 503 |
|
|
2018
Q2 | $666K | Sell |
14,992
-4,695
| -24% | -$215K | 0.03% | 483 |
|
|
2018
Q1 | $875K | Sell |
19,687
-393
| -2% | -$18.7K | 0.04% | 370 |
|
|
2017
Q4 | $947K | Buy |
20,080
+725
| +4% | +$32.8K | 0.05% | 347 |
|
|
2017
Q3 | $874K | Sell |
19,355
-964
| -5% | -$42.6K | 0.05% | 339 |
|
|
2017
Q2 | $861K | Buy |
20,319
+1,435
| +8% | +$55.7K | 0.05% | 320 |
|
|
2017
Q1 | $696K | Buy |
18,884
+1,281
| +7% | +$48.1K | 0.05% | 327 |
|
|
2016
Q4 | $639K | Buy |
17,603
+8,013
| +84% | +$284K | 0.05% | 297 |
|
|
2016
Q3 | $326K | Buy |
+9,590
| New | +$301K | 0.03% | 388 |
|
|
2013
Q3 | – | Sell |
-5,510
| Closed | -$246K | – | 457 |
|
|
2013
Q2 | $246K | Buy |
+5,510
| New | +$258K | 0.03% | 349 |
|
Other funds holding HSBC
