Cornerstone Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $332K | Buy |
4,030
+94
| +2% | +$7.96K | 0.02% | 546 |
|
|
2025
Q4 | $310K | Sell |
3,936
-142
| -3% | -$10.2K | 0.02% | 535 |
|
|
2025
Q3 | $289K | Sell |
4,078
-24
| -0.6% | -$1.56K | 0.02% | 540 |
|
|
2025
Q2 | $249K | Sell |
4,102
-500
| -11% | -$28.5K | 0.02% | 562 |
|
|
2025
Q1 | $264K | Sell |
4,602
-304
| -6% | -$16.6K | 0.02% | 506 |
|
|
2024
Q4 | $243K | Buy |
4,906
+15
| +0.3% | +$696 | 0.02% | 513 |
|
|
2024
Q3 | $221K | Sell |
4,891
-272
| -5% | -$11.8K | 0.02% | 527 |
|
|
2024
Q2 | $225K | Buy |
5,163
+64
| +1% | +$2.75K | 0.02% | 499 |
|
|
2024
Q1 | $201K | Sell |
5,099
-70
| -1% | -$2.73K | 0.02% | 514 |
|
|
2023
Q4 | $210K | Sell |
5,169
-303
| -6% | -$11.7K | 0.02% | 493 |
|
|
2023
Q3 | $216K | Sell |
5,472
-156
| -3% | -$6.15K | 0.02% | 495 |
|
|
2023
Q2 | $223K | Buy |
+5,628
| New | +$210K | 0.02% | 464 |
|
|
2020
Q1 | – | Sell |
-5,344
| Closed | -$209K | – | 359 |
|
|
2019
Q4 | $209K | Sell |
5,344
-254
| -5% | -$9.63K | 0.03% | 326 |
|
|
2019
Q3 | $214K | Buy |
5,598
+7
| +0.1% | +$271 | 0.04% | 320 |
|
|
2019
Q2 | $235K | Sell |
5,591
-8
| -0.1% | -$335 | 0.04% | 317 |
|
|
2019
Q1 | $620K | Sell |
5,599
-525
| -9% | -$21.2K | 0.08% | 251 |
|
|
2018
Q4 | $242K | Sell |
6,124
-305,859
| -98% | -$12.2M | 0.05% | 294 |
|
|
2018
Q3 | $5.99M | Buy |
311,983
+40,511
| +15% | +$1.76M | 0.08% | 252 |
|
|
2018
Q2 | $5.5M | Buy |
271,472
+265,152
| +4,195% | +$12.2M | 0.06% | 295 |
|
|
2018
Q1 | $282K | Sell |
6,320
-59
| -0.9% | -$2.81K | 0.05% | 300 |
|
|
2017
Q4 | $301K | Sell |
6,379
-181
| -3% | -$8.18K | 0.06% | 306 |
|
|
2017
Q3 | $299K | Buy |
6,560
+417
| +7% | +$18.4K | 0.06% | 285 |
|
|
2017
Q2 | $269K | Buy |
+6,143
| New | +$238K | 0.06% | 302 |
|
Other funds holding HSBC
