Avior Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
4,984
-869
| -15% | -$52.8K | 0.01% | 568 |
|
|
2025
Q1 | $336K | Hold |
5,853
| – | – | 0.01% | 522 |
|
|
2024
Q4 | $289K | Sell |
5,853
-42
| -0.7% | -$2.08K | 0.01% | 599 |
|
|
2024
Q3 | $266K | Sell |
5,895
-300
| -5% | -$13.6K | 0.01% | 623 |
|
|
2024
Q2 | $269K | Sell |
6,195
-170
| -3% | -$7.4K | 0.01% | 593 |
|
|
2024
Q1 | $251K | Buy |
6,365
+6,267
| +6,395% | +$247K | 0.01% | 644 |
|
|
2023
Q4 | $3.97K | Sell |
98
-30
| -23% | -$1.22K | ﹤0.01% | 1208 |
|
|
2023
Q3 | $5.05K | Hold |
128
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q2 | $5.07K | Buy |
128
+14
| +12% | +$555 | ﹤0.01% | 1161 |
|
|
2023
Q1 | $3.89K | Hold |
114
| – | – | ﹤0.01% | 1264 |
|
|
2022
Q4 | $3.55K | Hold |
114
| – | – | ﹤0.01% | 996 |
|
|
2022
Q3 | $2K | Sell |
114
-26
| -19% | -$456 | ﹤0.01% | 1029 |
|
|
2022
Q2 | $4K | Buy |
140
+7
| +5% | +$200 | ﹤0.01% | 881 |
|
|
2022
Q1 | $4K | Hold |
133
| – | – | ﹤0.01% | 924 |
|
|
2021
Q4 | $4K | Buy |
133
+23
| +21% | +$692 | ﹤0.01% | 918 |
|
|
2021
Q3 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 940 |
|
|
2020
Q4 | – | Sell |
-149
| Closed | -$2K | – | 1031 |
|
|
2020
Q3 | $2K | Buy |
149
+3
| +2% | +$40 | ﹤0.01% | 826 |
|
|
2020
Q2 | $3K | Hold |
146
| – | – | ﹤0.01% | 758 |
|
|
2020
Q1 | $4K | Buy |
146
+38
| +35% | +$1.04K | ﹤0.01% | 646 |
|
|
2019
Q4 | $4K | Sell |
108
-38
| -26% | -$1.41K | ﹤0.01% | 666 |
|
|
2019
Q3 | $5K | Sell |
146
-309
| -68% | -$10.6K | ﹤0.01% | 623 |
|
|
2019
Q2 | $19K | Buy |
+455
| New | +$19K | ﹤0.01% | 534 |
|
|
2019
Q1 | – | Sell |
-245
| Closed | -$9K | – | 681 |
|
|
2018
Q4 | $9K | Buy |
+245
| New | +$9K | ﹤0.01% | 576 |
|