AWS
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Atria Wealth Solutions’s HSBC HSBC Stock Holding History

Atria Wealth Solutions’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,740
Closed -$387K – 1663
2025
Q1 		$387K Sell
6,740
-650
-9% -$35.5K ﹤0.01% 1328
2024
Q4 		$366K Buy
7,390
+170
+2% +$7.89K ﹤0.01% 1426
2024
Q3 		$328K Buy
+7,220
New +$313K ﹤0.01% 1462

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