Coldstream Capital Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
23,452
+11,758
| +101% | +$715K | 0.02% | 340 |
|
|
2025
Q1 | $672K | Buy |
11,694
+190
| +2% | +$10.9K | 0.01% | 494 |
|
|
2024
Q4 | $569K | Buy |
11,504
+2,363
| +26% | +$117K | 0.01% | 552 |
|
|
2024
Q3 | $413K | Buy |
9,141
+619
| +7% | +$28K | 0.01% | 683 |
|
|
2024
Q2 | $371K | Buy |
8,522
+164
| +2% | +$7.13K | 0.01% | 679 |
|
|
2024
Q1 | $329K | Buy |
8,358
+1,081
| +15% | +$42.5K | 0.01% | 729 |
|
|
2023
Q4 | $295K | Buy |
+7,277
| New | +$295K | 0.01% | 715 |
|