Cerity Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.67M | Buy |
|
|||||
|
2025
Q2 | $6M | Buy |
|
|||||
|
2025
Q1 | $5.5M | Buy |
|
|||||
|
2024
Q4 | $3.71M | Sell |
|
|||||
|
2024
Q3 | $4.16M | Buy |
|
|||||
|
2024
Q2 | $2.42M | Sell |
|
|||||
|
2024
Q1 | $3.51M | Buy |
|
|||||
|
2023
Q4 | $1.86M | Buy |
|
|||||
|
2023
Q3 | $1.15M | Sell |
|
|||||
|
2023
Q2 | $1.25M | Buy |
|
|||||
|
2023
Q1 | $1M | Buy |
|
|||||
|
2022
Q4 | $600K | Sell |
|
|||||
|
2022
Q3 | $597K | Sell |
|
|||||
|
2022
Q2 | $877K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $337K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $226K | Sell |
|
|||||
|
2018
Q4 | $833K | Buy |
|
|||||
|
2018
Q3 | $819K | Sell |
|
|||||
|
2018
Q2 | $1.09M | Buy |
|
|||||
|
2018
Q1 | $762K | Sell |
|
|||||
|
2017
Q4 | $1.38M | Buy |
|
|||||
|
2017
Q3 | $1.09M | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $748K | Buy |
|