CIBC Private Wealth Group’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8K | Sell |
227
-1,415
| -86% | -$86K | ﹤0.01% | 2149 |
|
|
2025
Q1 | $76.6K | Hold |
1,642
| – | – | ﹤0.01% | 1456 |
|
|
2024
Q4 | $81.1K | Hold |
1,642
| – | – | ﹤0.01% | 1498 |
|
|
2024
Q3 | $74.2K | Sell |
1,642
-22
| -1% | -$994 | ﹤0.01% | 1621 |
|
|
2024
Q2 | $72.1K | Buy |
1,664
+22
| +1% | +$953 | ﹤0.01% | 1524 |
|
|
2024
Q1 | $64.5K | Sell |
1,642
-20,034
| -92% | -$788K | ﹤0.01% | 1562 |
|
|
2023
Q4 | $879K | Sell |
21,676
-37
| -0.2% | -$1.5K | ﹤0.01% | 659 |
|
|
2023
Q3 | $857K | Buy |
21,713
+1,713
| +9% | +$67.6K | ﹤0.01% | 637 |
|
|
2023
Q2 | $792K | Sell |
20,000
-899
| -4% | -$35.6K | ﹤0.01% | 627 |
|
|
2023
Q1 | $713K | Hold |
20,899
| – | – | ﹤0.01% | 658 |
|
|
2022
Q4 | $651 | Sell |
20,899
-9,767
| -32% | -$304 | ﹤0.01% | 784 |
|
|
2022
Q3 | $800K | Hold |
30,666
| – | – | ﹤0.01% | 633 |
|
|
2022
Q2 | $1M | Sell |
30,666
-1,032
| -3% | -$33.7K | ﹤0.01% | 595 |
|
|
2022
Q1 | $1.09M | Buy |
31,698
+1,087
| +4% | +$37.2K | ﹤0.01% | 623 |
|
|
2021
Q4 | $923K | Sell |
30,611
-144
| -0.5% | -$4.34K | ﹤0.01% | 668 |
|
|
2021
Q3 | $804K | Sell |
30,755
-47
| -0.2% | -$1.23K | ﹤0.01% | 654 |
|
|
2021
Q2 | $889K | Sell |
30,802
-452
| -1% | -$13K | ﹤0.01% | 692 |
|
|
2021
Q1 | $911K | Sell |
31,254
-16,370
| -34% | -$477K | ﹤0.01% | 686 |
|
|
2020
Q4 | $1.23M | Buy |
+47,624
| New | +$1.23M | ﹤0.01% | 591 |
|
|
2020
Q3 | – | Sell |
-168,137
| Closed | -$3.92M | – | 888 |
|
|
2020
Q2 | $3.92M | Sell |
168,137
-108,215
| -39% | -$2.52M | 0.02% | 318 |
|
|
2020
Q1 | $7.74M | Buy |
276,352
+24,181
| +10% | +$677K | 0.03% | 273 |
|
|
2019
Q4 | $9.86M | Buy |
252,171
+9,991
| +4% | +$391K | 0.03% | 288 |
|
|
2019
Q3 | $9.27M | Buy |
242,180
+21,592
| +10% | +$826K | 0.03% | 285 |
|
|
2019
Q2 | $9.21M | Buy |
220,588
+11,833
| +6% | +$494K | 0.03% | 299 |
|
|
2019
Q1 | $8.37M | Buy |
208,755
+33,140
| +19% | +$1.33M | 0.03% | 298 |
|
|
2018
Q4 | $6.96M | Buy |
175,615
+10,695
| +6% | +$424K | 0.03% | 306 |
|
|
2018
Q3 | $6.91M | Buy |
164,920
+27,320
| +20% | +$1.14M | 0.03% | 338 |
|
|
2018
Q2 | $6.11M | Sell |
137,600
-430,319
| -76% | -$19.1M | 0.02% | 342 |
|
|
2018
Q1 | $25.3M | Buy |
567,919
+180,416
| +47% | +$8.02M | 0.11% | 177 |
|
|
2017
Q4 | $18.3M | Buy |
387,503
+338,245
| +687% | +$16M | 0.08% | 215 |
|
|
2017
Q3 | $2.22M | Buy |
+49,258
| New | +$2.22M | 0.01% | 468 |
|