Bartlett & Co Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18K | Hold |
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|
2025
Q2 | $15.4K | Hold |
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|
2025
Q1 | $15K | Hold |
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|
2024
Q4 | $12.6K | Hold |
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|
2024
Q3 | $11.5K | Hold |
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|
2024
Q2 | $11K | Hold |
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|
2024
Q1 | $10.4K | Hold |
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|
2023
Q4 | $10.3K | Hold |
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|
2023
Q3 | $10K | Hold |
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|
2023
Q2 | $10.1K | Hold |
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|
2023
Q1 | $8.96K | Hold |
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|
2022
Q4 | $7.92K | Hold |
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|
2022
Q3 | $6.62K | Hold |
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|
2022
Q2 | $8.3K | Hold |
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|
2022
Q1 | $8.92K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6.64K | Hold |
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|
2021
Q2 | $7.33K | Hold |
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|
2021
Q1 | $7.59K | Hold |
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|
2020
Q4 | $6.58K | Hold |
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|
2020
Q3 | $4.97K | Hold |
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|
2020
Q2 | $5.93K | Hold |
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|
2020
Q1 | $7.12K | Hold |
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|
2019
Q4 | $9.93K | Hold |
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|
2019
Q3 | $9.72K | Hold |
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|
2019
Q2 | $10.7K | Sell |
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|
2019
Q1 | $10.6K | Sell |
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|
2018
Q4 | $10.4K | Sell |
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|
2018
Q3 | $11.2K | Sell |
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|
2018
Q2 | $12.1K | Sell |
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|
2018
Q1 | $12.4K | Buy |
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