Cornerstone Planning Group’s HSBC HSBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.6K Buy
381
+99
+35% +$6.14K ﹤0.01% 383
2025
Q1
$15.8K Buy
282
+22
+8% +$1.23K ﹤0.01% 460
2024
Q4
$13.5K Buy
260
+56
+27% +$2.92K ﹤0.01% 368
2024
Q3
$9.47K Buy
204
+84
+70% +$3.9K ﹤0.01% 427
2024
Q2
$4.85K Buy
120
+43
+56% +$1.74K ﹤0.01% 587
2024
Q1
$3.42K Buy
77
+71
+1,183% +$3.16K ﹤0.01% 581
2023
Q4
$243 Hold
6
﹤0.01% 849
2023
Q3
$237 Buy
+6
New +$237 ﹤0.01% 1006