Bell Investment Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Sell |
189
-10
| -5% | -$608 | ﹤0.01% | 619 |
|
|
2025
Q1 | $11.4K | Buy |
199
+29
| +17% | +$1.67K | ﹤0.01% | 550 |
|
|
2024
Q4 | $8.41K | Buy |
170
+25
| +17% | +$1.24K | ﹤0.01% | 677 |
|
|
2024
Q3 | $6.55K | Hold |
145
| – | – | ﹤0.01% | 796 |
|
|
2024
Q2 | $6.31K | Buy |
145
+38
| +36% | +$1.65K | ﹤0.01% | 812 |
|
|
2024
Q1 | $4.21K | Buy |
107
+35
| +49% | +$1.38K | ﹤0.01% | 1019 |
|
|
2023
Q4 | $2.92K | Sell |
72
-89
| -55% | -$3.61K | ﹤0.01% | 1164 |
|
|
2023
Q3 | $6.35K | Sell |
161
-51
| -24% | -$2.01K | ﹤0.01% | 692 |
|
|
2023
Q2 | $8.4K | Buy |
212
+109
| +106% | +$4.32K | ﹤0.01% | 582 |
|
|
2023
Q1 | $3.52K | Sell |
103
-80
| -44% | -$2.73K | ﹤0.01% | 962 |
|
|
2022
Q4 | $5.7K | Buy |
183
+17
| +10% | +$530 | ﹤0.01% | 743 |
|
|
2022
Q3 | $4K | Sell |
166
-34
| -17% | -$819 | ﹤0.01% | 790 |
|
|
2022
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 555 |
|
|
2021
Q4 | $7K | Buy |
232
+172
| +287% | +$5.19K | ﹤0.01% | 607 |
|
|
2021
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1082 |
|