Cresset Asset Management’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 | $565K | Sell |
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|
2025
Q1 | $777K | Sell |
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|
2024
Q4 | $920K | Sell |
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|
2024
Q3 | $4.07M | Buy |
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|
2024
Q2 | $3.33M | Buy |
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|
2024
Q1 | $2.56M | Buy |
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|
2023
Q4 | $2.27M | Sell |
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|
2023
Q3 | $2.35M | Buy |
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|
2023
Q2 | $2.01M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $282K | Sell |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $266K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $551K | Buy |
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|
2019
Q3 | $469K | Buy |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $408K | Buy |
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|
2018
Q4 | $227K | Buy |
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