Belpointe Asset 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 | – | Sell |
-6,800
| Closed | -$391K | – | 979 |
|
2025
Q1 | $391K | Buy |
+6,800
| New | +$391K | 0.02% | 632 |
|
2023
Q2 | – | Sell |
-2,681
| Closed | -$91.5K | – | 1789 |
|
2023
Q1 | $91.5K | Buy |
2,681
+1,092
| +69% | +$37.3K | ﹤0.01% | 1361 |
|
2022
Q4 | $49.5K | Buy |
+1,589
| New | +$49.5K | ﹤0.01% | 1621 |
|
2018
Q2 | – | Sell |
-5,047
| Closed | -$224K | – | 362 |
|
2018
Q1 | $224K | Buy |
+5,047
| New | +$224K | 0.07% | 291 |
|