Carolinas Wealth Consulting’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-34
| Closed | -$1.64K | – | 1052 |
|
|
2024
Q4 | $1.64K | Sell |
34
-50
| -60% | -$2.41K | ﹤0.01% | 867 |
|
|
2024
Q3 | $3.79K | Hold |
84
| – | – | ﹤0.01% | 705 |
|
|
2024
Q2 | $3.65K | Sell |
84
-12
| -13% | -$521 | ﹤0.01% | 699 |
|
|
2024
Q1 | $3.92K | Hold |
96
| – | – | ﹤0.01% | 684 |
|
|
2023
Q4 | $3.89K | Hold |
96
| – | – | ﹤0.01% | 656 |
|
|
2023
Q3 | $3.48K | Sell |
96
-5
| -5% | -$181 | ﹤0.01% | 655 |
|
|
2023
Q2 | $4K | Sell |
101
-4
| -4% | -$158 | ﹤0.01% | 713 |
|
|
2023
Q1 | $3.7K | Hold |
105
| – | – | ﹤0.01% | 733 |
|
|
2022
Q4 | $3.27K | Buy |
+105
| New | +$3.27K | ﹤0.01% | 749 |
|
|
2020
Q3 | – | Sell |
-62
| Closed | -$1K | – | 966 |
|
|
2020
Q2 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 574 |
|