Cresset Asset Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
9,297
-3,815
| -29% | -$232K | ﹤0.01% | 1010 |
|
|
2025
Q1 | $777K | Sell |
13,112
-5,484
| -29% | -$325K | ﹤0.01% | 865 |
|
|
2024
Q4 | $920K | Sell |
18,596
-71,457
| -79% | -$3.53M | ﹤0.01% | 813 |
|
|
2024
Q3 | $4.07M | Buy |
90,053
+13,615
| +18% | +$615K | 0.02% | 492 |
|
|
2024
Q2 | $3.33M | Buy |
76,438
+13,719
| +22% | +$597K | 0.01% | 515 |
|
|
2024
Q1 | $2.56M | Buy |
62,719
+6,692
| +12% | +$273K | 0.01% | 533 |
|
|
2023
Q4 | $2.27M | Sell |
56,027
-3,480
| -6% | -$141K | 0.01% | 522 |
|
|
2023
Q3 | $2.35M | Buy |
59,507
+8,817
| +17% | +$348K | 0.01% | 466 |
|
|
2023
Q2 | $2.01M | Buy |
+50,690
| New | +$2.01M | ﹤0.01% | 523 |
|
|
2022
Q4 | – | Sell |
-10,066
| Closed | -$263K | – | 811 |
|
|
2022
Q3 | $263K | Buy |
10,066
+603
| +6% | +$15.8K | ﹤0.01% | 714 |
|
|
2022
Q2 | $309K | Sell |
9,463
-1,023
| -10% | -$33.4K | ﹤0.01% | 705 |
|
|
2022
Q1 | $368K | Buy |
10,486
+1,148
| +12% | +$40.3K | ﹤0.01% | 704 |
|
|
2021
Q4 | $282K | Sell |
9,338
-6,189
| -40% | -$187K | ﹤0.01% | 906 |
|
|
2021
Q3 | $406K | Buy |
15,527
+3,489
| +29% | +$91.2K | 0.01% | 711 |
|
|
2021
Q2 | $348K | Buy |
12,038
+1,491
| +14% | +$43.1K | ﹤0.01% | 709 |
|
|
2021
Q1 | $315K | Buy |
10,547
+283
| +3% | +$8.45K | 0.01% | 654 |
|
|
2020
Q4 | $266K | Buy |
+10,264
| New | +$266K | ﹤0.01% | 599 |
|
|
2020
Q2 | – | Sell |
-10,719
| Closed | -$300K | – | 695 |
|
|
2020
Q1 | $300K | Sell |
10,719
-3,377
| -24% | -$94.5K | 0.01% | 391 |
|
|
2019
Q4 | $551K | Buy |
14,096
+1,844
| +15% | +$72.1K | 0.01% | 284 |
|
|
2019
Q3 | $469K | Buy |
12,252
+4,083
| +50% | +$156K | 0.01% | 276 |
|
|
2019
Q2 | $345K | Sell |
8,169
-1,784
| -18% | -$75.3K | 0.01% | 314 |
|
|
2019
Q1 | $408K | Buy |
9,953
+4,234
| +74% | +$174K | 0.02% | 215 |
|
|
2018
Q4 | $227K | Buy |
+5,719
| New | +$227K | 0.01% | 196 |
|