BSW Wealth Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
11,884
-257
| -2% | -$15.6K | 0.1% | 115 |
|
|
2025
Q1 | $697K | Sell |
12,141
-130
| -1% | -$7.47K | 0.11% | 118 |
|
|
2024
Q4 | $607K | Sell |
12,271
-657
| -5% | -$32.5K | 0.09% | 134 |
|
|
2024
Q3 | $584K | Buy |
12,928
+545
| +4% | +$24.6K | 0.09% | 128 |
|
|
2024
Q2 | $539K | Buy |
12,383
+545
| +5% | +$23.7K | 0.09% | 126 |
|
|
2024
Q1 | $466K | Buy |
11,838
+5,093
| +76% | +$200K | 0.08% | 146 |
|
|
2023
Q4 | $273K | Buy |
+6,745
| New | +$273K | 0.05% | 217 |
|
|
2022
Q3 | – | Sell |
-8,374
| Closed | -$274K | – | 281 |
|
|
2022
Q2 | $274K | Buy |
8,374
+80
| +1% | +$2.62K | 0.07% | 204 |
|
|
2022
Q1 | $284K | Buy |
+8,294
| New | +$284K | 0.07% | 211 |
|