Boyd Watterson Asset Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.3K | Hold |
416
| – | – | 0.01% | 208 |
|
|
2025
Q4 | $32.7K | Hold |
416
| – | – | 0.01% | 220 |
|
|
2025
Q3 | $29.5K | Sell |
416
-96
| -19% | -$6.24K | 0.01% | 220 |
|
|
2025
Q2 | $31.1K | Hold |
512
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $29.4K | Hold |
512
| – | – | 0.01% | 227 |
|
|
2024
Q4 | $25.3K | Hold |
512
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $23.1K | Sell |
512
-11
| -2% | -$477 | 0.01% | 248 |
|
|
2024
Q2 | $22.8K | Hold |
523
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $20.6K | Hold |
523
| – | – | 0.01% | 260 |
|
|
2023
Q4 | $21.2K | Hold |
523
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $20.6K | Hold |
523
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $20.7K | Hold |
523
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $17.9K | Hold |
523
| – | – | 0.01% | 268 |
|
|
2022
Q4 | $16.3K | Buy |
+523
| New | +$14.8K | 0.01% | 280 |
|
|
2018
Q1 | – | Sell |
-5,478
| Closed | -$258K | – | 144 |
|
|
2017
Q4 | $258K | Buy |
5,478
+155
| +3% | +$7.01K | 0.12% | 135 |
|
|
2017
Q3 | $240K | Sell |
5,323
-324
| -6% | -$14.3K | 0.12% | 137 |
|
|
2017
Q2 | $239K | Sell |
5,647
-63
| -1% | -$2.45K | 0.12% | 136 |
|
|
2017
Q1 | $211K | Sell |
5,710
-191
| -3% | -$7.18K | 0.11% | 144 |
|
|
2016
Q4 | $214K | Sell |
5,901
-7,793
| -57% | -$276K | 0.11% | 137 |
|
|
2016
Q3 | $465K | Sell |
13,694
-4,025
| -23% | -$126K | 0.23% | 106 |
|
|
2016
Q2 | $494K | Sell |
17,719
-118
| -0.7% | -$3.34K | 0.23% | 110 |
|
|
2016
Q1 | $495K | Buy |
17,837
+3,820
| +27% | +$113K | 0.24% | 107 |
|
|
2015
Q4 | $493K | Buy |
14,017
+558
| +4% | +$19.7K | 0.23% | 106 |
|
|
2015
Q3 | $454K | Buy |
13,459
+7
| +0.1% | +$262 | 0.19% | 118 |
|
|
2015
Q2 | $537K | Sell |
13,452
-71
| -0.5% | -$2.96K | 0.21% | 110 |
|
|
2015
Q1 | $508K | Buy |
13,523
+2,919
| +28% | +$114K | 0.2% | 116 |
|
|
2014
Q4 | $432K | Sell |
10,604
-1,406
| -12% | -$60K | 0.18% | 122 |
|
|
2014
Q3 | $527K | Hold |
12,010
| – | – | 0.23% | 113 |
|
|
2014
Q2 | $526K | Sell |
12,010
-45
| -0.4% | -$2K | 0.23% | 117 |
|
|
2014
Q1 | $528K | Buy |
12,055
+907
| +8% | +$41.2K | 0.25% | 111 |
|
|
2013
Q4 | $530K | Buy |
11,148
+1,024
| +10% | +$48.5K | 0.25% | 109 |
|
|
2013
Q3 | $473K | Buy |
10,124
+801
| +9% | +$38K | 0.23% | 107 |
|
|
2013
Q2 | $417K | Buy |
+9,323
| New | +$436K | 0.21% | 108 |
|
Other funds holding HSBC
