Bartlett & Co 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	$15.4K	Hold	254	–	–	﹤0.01%	856
2025 Q1	$15K	Hold	254	–	–	﹤0.01%	861
2024 Q4	$12.6K	Hold	254	–	–	﹤0.01%	884
2024 Q3	$11.5K	Hold	254	–	–	﹤0.01%	898
2024 Q2	$11K	Hold	254	–	–	﹤0.01%	909
2024 Q1	$10.4K	Hold	254	–	–	﹤0.01%	906
2023 Q4	$10.3K	Hold	254	–	–	﹤0.01%	995
2023 Q3	$10K	Hold	254	–	–	﹤0.01%	928
2023 Q2	$10.1K	Hold	254	–	–	﹤0.01%	930
2023 Q1	$8.96K	Hold	254	–	–	﹤0.01%	837
2022 Q4	$7.92K	Hold	254	–	–	﹤0.01%	857
2022 Q3	$6.62K	Hold	254	–	–	﹤0.01%	882
2022 Q2	$8.3K	Hold	254	–	–	﹤0.01%	911
2022 Q1	$8.92K	Buy	+254	New	+$8.92K	﹤0.01%	848
2021 Q4	–	Sell	-254	Closed	-$6.64K	–	607
2021 Q3	$6.64K	Hold	254	–	–	﹤0.01%	743
2021 Q2	$7.33K	Hold	254	–	–	﹤0.01%	724
2021 Q1	$7.59K	Hold	254	–	–	﹤0.01%	759
2020 Q4	$6.58K	Hold	254	–	–	﹤0.01%	771
2020 Q3	$4.97K	Hold	254	–	–	﹤0.01%	736
2020 Q2	$5.93K	Hold	254	–	–	﹤0.01%	727
2020 Q1	$7.12K	Hold	254	–	–	﹤0.01%	692
2019 Q4	$9.93K	Hold	254	–	–	﹤0.01%	731
2019 Q3	$9.72K	Hold	254	–	–	﹤0.01%	737
2019 Q2	$10.7K	Sell	254 -3	-1%	-$127	﹤0.01%	583
2019 Q1	$10.6K	Sell	257 -6	-2%	-$247	﹤0.01%	576
2018 Q4	$10.4K	Sell	263 -4	-1%	-$159	﹤0.01%	582
2018 Q3	$11.2K	Sell	267 -3	-1%	-$126	﹤0.01%	594
2018 Q2	$12.1K	Sell	270 -2	-0.7%	-$90	﹤0.01%	585
2018 Q1	$12.4K	Buy	+272	New	+$12.4K	﹤0.01%	590