BKM 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 | $665K | Sell |
10,941
-1,081
| -9% | -$65.7K | 0.26% | 89 |
|
|
2025
Q1 | $690K | Sell |
12,022
-1,615
| -12% | -$92.8K | 0.28% | 84 |
|
|
2024
Q4 | $675K | Sell |
13,637
-236
| -2% | -$11.7K | 0.28% | 87 |
|
|
2024
Q3 | $627K | Buy |
13,873
+7,159
| +107% | +$324K | 0.25% | 95 |
|
|
2024
Q2 | $514K | Sell |
6,714
-6,222
| -48% | -$476K | 0.25% | 106 |
|
|
2024
Q1 | $509K | Buy |
12,936
+3,941
| +44% | +$155K | 0.22% | 107 |
|
|
2023
Q4 | $365K | Buy |
+8,995
| New | +$365K | 0.16% | 114 |
|