Creative Planning’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
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|
2025
Q1 | $17.2M | Buy |
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|
2024
Q4 | $13.3M | Buy |
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|
2024
Q3 | $10M | Buy |
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|
2024
Q2 | $8.83M | Buy |
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|
2024
Q1 | $6.53M | Buy |
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|
2023
Q4 | $6.34M | Buy |
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|
2023
Q3 | $5.28M | Sell |
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|
2023
Q2 | $5.48M | Buy |
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|
2023
Q1 | $3.26M | Buy |
|
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|
2022
Q4 | $2.87M | Buy |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.74M | Sell |
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|
2022
Q1 | $2.88M | Buy |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $969K | Buy |
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|
2020
Q3 | $696K | Buy |
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|
2020
Q2 | $739K | Sell |
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|
2020
Q1 | $945K | Buy |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.24M | Sell |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $1.38M | Buy |
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|
2018
Q4 | $1.25M | Buy |
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|
2018
Q3 | $958K | Buy |
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|
2018
Q2 | $937K | Buy |
|
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|
2018
Q1 | $790K | Sell |
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|
2017
Q4 | $861K | Sell |
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|
2017
Q3 | $836K | Sell |
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|
2017
Q2 | $883K | Buy |
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|
2017
Q1 | $652K | Sell |
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|
2016
Q4 | $684K | Buy |
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|
2016
Q3 | $527K | Sell |
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|
2016
Q2 | $686K | Buy |
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|
2016
Q1 | $398K | Buy |
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|
2015
Q4 | $372K | Sell |
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|
2015
Q3 | $412K | Sell |
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|
2015
Q2 | $517K | Sell |
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|
2015
Q1 | $538K | Sell |
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|
2014
Q4 | $736K | Buy |
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|
2014
Q3 | $606K | Buy |
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|
2014
Q2 | $492K | Buy |
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|
2014
Q1 | $489K | Sell |
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|
2013
Q4 | $684K | Buy |
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|
2013
Q3 | $644K | Buy |
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|
2013
Q2 | $323K | Buy |
|