Brinker Capital Investments’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
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|
2025
Q1 | $2.6M | Buy |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $4.02M | Sell |
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|
2023
Q3 | $4.36M | Buy |
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|
2023
Q2 | $4.3M | Sell |
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|
2023
Q1 | $3.75M | Buy |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $357K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $275K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $16K | Sell |
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|
2019
Q2 | $29K | Buy |
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|
2019
Q1 | $10K | Buy |
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