Dorsey & Whitney Trust’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
22,776
-1,225
| -5% | -$74.5K | 0.07% | 214 |
|
|
2025
Q1 | $1.38M | Buy |
24,001
+404
| +2% | +$23.2K | 0.08% | 217 |
|
|
2024
Q4 | $1.17M | Buy |
23,597
+549
| +2% | +$27.2K | 0.06% | 235 |
|
|
2024
Q3 | $1.04M | Sell |
23,048
-178
| -0.8% | -$8.04K | 0.06% | 255 |
|
|
2024
Q2 | $1.01M | Buy |
23,226
+61
| +0.3% | +$2.65K | 0.07% | 221 |
|
|
2024
Q1 | $912K | Sell |
23,165
-674
| -3% | -$26.5K | 0.06% | 233 |
|
|
2023
Q4 | $966K | Buy |
23,839
+635
| +3% | +$25.7K | 0.07% | 215 |
|
|
2023
Q3 | $916K | Buy |
23,204
+984
| +4% | +$38.8K | 0.08% | 207 |
|
|
2023
Q2 | $880K | Buy |
22,220
+2,074
| +10% | +$82.2K | 0.07% | 221 |
|
|
2023
Q1 | $688K | Buy |
20,146
+597
| +3% | +$20.4K | 0.06% | 249 |
|
|
2022
Q4 | $609K | Buy |
19,549
+2,727
| +16% | +$85K | 0.06% | 262 |
|
|
2022
Q3 | $439K | Buy |
16,822
+54
| +0.3% | +$1.41K | 0.05% | 309 |
|
|
2022
Q2 | $548K | Buy |
16,768
+7,423
| +79% | +$243K | 0.06% | 272 |
|
|
2022
Q1 | $320K | Buy |
9,345
+370
| +4% | +$12.7K | 0.03% | 400 |
|
|
2021
Q4 | $271K | Buy |
8,975
+228
| +3% | +$6.88K | 0.02% | 439 |
|
|
2021
Q3 | $229K | Buy |
8,747
+41
| +0.5% | +$1.07K | 0.02% | 474 |
|
|
2021
Q2 | $251K | Hold |
8,706
| – | – | 0.02% | 446 |
|
|
2021
Q1 | $253K | Sell |
8,706
-21
| -0.2% | -$610 | 0.03% | 437 |
|
|
2020
Q4 | $227K | Buy |
+8,727
| New | +$227K | 0.03% | 421 |
|
|
2020
Q2 | – | Sell |
-7,301
| Closed | -$204K | – | 446 |
|
|
2020
Q1 | $204K | Buy |
7,301
+680
| +10% | +$19K | 0.03% | 348 |
|
|
2019
Q4 | $259K | Sell |
6,621
-477
| -7% | -$18.7K | 0.03% | 355 |
|
|
2019
Q3 | $272K | Sell |
7,098
-3,105
| -30% | -$119K | 0.04% | 325 |
|
|
2019
Q2 | $426K | Buy |
10,203
+1,484
| +17% | +$62K | 0.07% | 237 |
|
|
2019
Q1 | $349K | Sell |
8,719
-50
| -0.6% | -$2K | 0.05% | 256 |
|
|
2018
Q4 | $346K | Buy |
8,769
+88
| +1% | +$3.47K | 0.06% | 230 |
|
|
2018
Q3 | $363K | Buy |
8,681
+438
| +5% | +$18.3K | 0.06% | 240 |
|
|
2018
Q2 | $366K | Sell |
8,243
-2,038
| -20% | -$90.5K | 0.06% | 223 |
|
|
2018
Q1 | $457K | Sell |
10,281
-380
| -4% | -$16.9K | 0.08% | 179 |
|
|
2017
Q4 | $504K | Buy |
10,661
+3,430
| +47% | +$162K | 0.09% | 161 |
|
|
2017
Q3 | $326K | Sell |
7,231
-521
| -7% | -$23.5K | 0.06% | 208 |
|
|
2017
Q2 | $329K | Sell |
7,752
-580
| -7% | -$24.6K | 0.07% | 215 |
|
|
2017
Q1 | $308K | Buy |
8,332
+562
| +7% | +$20.8K | 0.06% | 221 |
|
|
2016
Q4 | $281K | Buy |
7,770
+525
| +7% | +$19K | 0.06% | 201 |
|
|
2016
Q3 | $246K | Buy |
+7,245
| New | +$246K | 0.06% | 224 |
|
|
2014
Q2 | – | Sell |
-4,929
| Closed | -$215K | – | 264 |
|
|
2014
Q1 | $215K | Buy |
4,929
+436
| +10% | +$19K | 0.05% | 224 |
|
|
2013
Q4 | $213K | Sell |
4,493
-2,300
| -34% | -$109K | 0.06% | 235 |
|
|
2013
Q3 | $318K | Buy |
+6,793
| New | +$318K | 0.09% | 166 |
|