Avantax Advisory Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
22,818
+7,067
| +45% | +$430K | 0.01% | 982 |
|
|
2025
Q1 | $905K | Buy |
15,751
+1,778
| +13% | +$102K | 0.01% | 1152 |
|
|
2024
Q4 | $691K | Buy |
13,973
+1,511
| +12% | +$74.7K | ﹤0.01% | 1247 |
|
|
2024
Q3 | $563K | Buy |
12,462
+310
| +3% | +$14K | ﹤0.01% | 1334 |
|
|
2024
Q2 | $529K | Buy |
+12,152
| New | +$529K | ﹤0.01% | 1332 |
|