Choate Investment Advisors’s HSBC HSBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$373K	Sell	6,134 -40	-0.6%	-$2.43K	0.01%	305
2025 Q1	$355K	Buy	6,174 +243	+4%	+$14K	0.01%	305
2024 Q4	$293K	Buy	+5,931	New	+$293K	0.01%	333
2014 Q3	–	Sell	-1,318	Closed	-$25.7K	–	279
2014 Q2	$25.7K	Buy	+1,318	New	+$25.7K	﹤0.01%	281