Corient Private Wealth’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
71,315
+33,821
| +90% | +$1.32M | ﹤0.01% | 971 |
|
|
2025
Q1 | $2.15M | Sell |
37,494
-10,706
| -22% | -$615K | ﹤0.01% | 947 |
|
|
2024
Q4 | $2.38M | Sell |
48,200
-648
| -1% | -$32.1K | ﹤0.01% | 928 |
|
|
2024
Q3 | $2.21M | Buy |
48,848
+1,282
| +3% | +$57.9K | ﹤0.01% | 1030 |
|
|
2024
Q2 | $2.07M | Buy |
47,566
+172
| +0.4% | +$7.48K | ﹤0.01% | 1000 |
|
|
2024
Q1 | $1.87M | Sell |
47,394
-1,382
| -3% | -$54.4K | ﹤0.01% | 1047 |
|
|
2023
Q4 | $1.98M | Sell |
48,776
-2,050
| -4% | -$83.1K | ﹤0.01% | 1003 |
|
|
2023
Q3 | $2M | Sell |
50,826
-355
| -0.7% | -$14K | ﹤0.01% | 916 |
|
|
2023
Q2 | $2.02M | Buy |
51,181
+303
| +0.6% | +$12K | ﹤0.01% | 895 |
|
|
2023
Q1 | $1.74M | Buy |
50,878
+19,644
| +63% | +$670K | ﹤0.01% | 887 |
|
|
2022
Q4 | $973K | Buy |
+31,234
| New | +$973K | ﹤0.01% | 919 |
|