Carson Wealth (CWM LLC)’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Sell |
129,095
-1,755
| -1% | -$107K | 0.03% | 455 |
|
|
2025
Q1 | $7.52M | Sell |
130,850
-9,530
| -7% | -$547K | 0.03% | 415 |
|
|
2024
Q4 | $6.94M | Sell |
140,380
-11,908
| -8% | -$589K | 0.03% | 402 |
|
|
2024
Q3 | $6.88M | Sell |
152,288
-6,698
| -4% | -$303K | 0.03% | 377 |
|
|
2024
Q2 | $6.92M | Sell |
158,986
-8,467
| -5% | -$368K | 0.03% | 356 |
|
|
2024
Q1 | $6.59M | Sell |
167,453
-10,382
| -6% | -$409K | 0.03% | 369 |
|
|
2023
Q4 | $7.21M | Buy |
177,835
+172,920
| +3,518% | +$7.01M | 0.04% | 334 |
|
|
2023
Q3 | $194K | Buy |
4,915
+1,056
| +27% | +$41.7K | ﹤0.01% | 1324 |
|
|
2023
Q2 | $153K | Buy |
3,859
+538
| +16% | +$21.3K | ﹤0.01% | 1357 |
|
|
2023
Q1 | $113K | Buy |
3,321
+651
| +24% | +$22.2K | ﹤0.01% | 1429 |
|
|
2022
Q4 | $83K | Sell |
2,670
-1,553
| -37% | -$48.3K | ﹤0.01% | 1462 |
|
|
2022
Q3 | $110K | Buy |
4,223
+95
| +2% | +$2.48K | ﹤0.01% | 1295 |
|
|
2022
Q2 | $135K | Buy |
4,128
+817
| +25% | +$26.7K | ﹤0.01% | 1192 |
|
|
2022
Q1 | $113K | Buy |
3,311
+1,783
| +117% | +$60.9K | ﹤0.01% | 1278 |
|
|
2021
Q4 | $46K | Buy |
+1,528
| New | +$46K | ﹤0.01% | 1603 |
|
|
2021
Q2 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1597 |
|
|
2021
Q1 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1597 |
|
|
2020
Q4 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1597 |
|
|
2020
Q3 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1597 |
|
|
2020
Q2 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1597 |
|
|
2020
Q1 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1597 |
|
|
2019
Q4 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1597 |
|
|
2019
Q3 | $31K | Hold |
1,079
| – | – | ﹤0.01% | 1597 |
|
|
2019
Q2 | $31K | Sell |
1,079
-13
| -1% | -$373 | ﹤0.01% | 1597 |
|
|
2019
Q1 | $31K | Buy |
1,092
+309
| +39% | +$8.77K | ﹤0.01% | 1597 |
|
|
2018
Q4 | $31K | Buy |
783
+268
| +52% | +$10.6K | ﹤0.01% | 1003 |
|
|
2018
Q3 | $22K | Buy |
515
+27
| +6% | +$1.15K | ﹤0.01% | 925 |
|
|
2018
Q2 | $22K | Sell |
488
-48
| -9% | -$2.16K | ﹤0.01% | 811 |
|
|
2018
Q1 | $24K | Buy |
536
+196
| +58% | +$8.78K | ﹤0.01% | 680 |
|
|
2017
Q4 | $16K | Buy |
340
+309
| +997% | +$14.5K | ﹤0.01% | 747 |
|
|
2017
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1370 |
|
|
2017
Q2 | – | Sell |
-45
| Closed | -$2K | – | 1240 |
|
|
2017
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 983 |
|
|
2016
Q4 | – | Sell |
-62
| Closed | -$2K | – | 1131 |
|
|
2016
Q3 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 915 |
|
|
2016
Q1 | – | Sell |
-31
| Closed | -$1K | – | 778 |
|
|
2015
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 641 |
|