Envestnet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.7M | Buy |
469,123
+120,131
| +34% | +$10.2M | 0.01% | 928 |
|
|
2025
Q4 | $27.5M | Buy |
348,992
+126,076
| +57% | +$9.02M | 0.01% | 1039 |
|
|
2025
Q3 | $15.8M | Buy |
222,916
+130,440
| +141% | +$8.48M | ﹤0.01% | 1446 |
|
|
2025
Q2 | $5.62M | Buy |
92,476
+8,661
| +10% | +$493K | ﹤0.01% | 2115 |
|
|
2025
Q1 | $4.81M | Sell |
83,815
-109,303
| -57% | -$5.98M | ﹤0.01% | 2155 |
|
|
2024
Q4 | $9.55M | Sell |
193,118
-105,466
| -35% | -$4.89M | ﹤0.01% | 1684 |
|
|
2024
Q3 | $13.5M | Sell |
298,584
-132,843
| -31% | -$5.76M | ﹤0.01% | 1425 |
|
|
2024
Q2 | $18.8M | Sell |
431,427
-73,710
| -15% | -$3.17M | 0.01% | 1162 |
|
|
2024
Q1 | $19.9M | Sell |
505,137
-142,053
| -22% | -$5.55M | 0.01% | 1113 |
|
|
2023
Q4 | $26.2M | Buy |
647,190
+31,608
| +5% | +$1.22M | 0.01% | 891 |
|
|
2023
Q3 | $24.3M | Buy |
615,582
+46,653
| +8% | +$1.84M | 0.01% | 872 |
|
|
2023
Q2 | $22.5M | Buy |
568,929
+216,510
| +61% | +$8.08M | 0.01% | 868 |
|
|
2023
Q1 | $12M | Sell |
352,419
-80,386
| -19% | -$2.88M | 0.01% | 1141 |
|
|
2022
Q4 | $13.5M | Sell |
432,805
-36,629
| -8% | -$1.04M | 0.01% | 1052 |
|
|
2022
Q3 | $12.2M | Buy |
469,434
+254,841
| +119% | +$7.92M | 0.01% | 1034 |
|
|
2022
Q2 | $7.01M | Buy |
214,593
+31,859
| +17% | +$1.03M | ﹤0.01% | 1331 |
|
|
2022
Q1 | $6.25M | Buy |
182,734
+106,979
| +141% | +$3.69M | ﹤0.01% | 1468 |
|
|
2021
Q4 | $2.28M | Buy |
75,755
+14,424
| +24% | +$421K | ﹤0.01% | 2076 |
|
|
2021
Q3 | $1.6M | Buy |
61,331
+13,915
| +29% | +$379K | ﹤0.01% | 2235 |
|
|
2021
Q2 | $1.37M | Buy |
47,416
+13,138
| +38% | +$401K | ﹤0.01% | 2327 |
|
|
2021
Q1 | $999K | Buy |
34,278
+6,573
| +24% | +$188K | ﹤0.01% | 2400 |
|
|
2020
Q4 | $718K | Sell |
27,705
-66,314
| -71% | -$1.58M | ﹤0.01% | 2465 |
|
|
2020
Q3 | $1.84M | Buy |
94,019
+71,984
| +327% | +$1.58M | ﹤0.01% | 1655 |
|
|
2020
Q2 | $514K | Sell |
22,035
-448,864
| -95% | -$11.1M | ﹤0.01% | 2407 |
|
|
2020
Q1 | $13.2M | Sell |
470,899
-192,566
| -29% | -$6.69M | 0.02% | 578 |
|
|
2019
Q4 | $25.9M | Buy |
663,465
+898
| +0.1% | +$34.1K | 0.03% | 445 |
|
|
2019
Q3 | $25.4M | Sell |
662,567
-136,303
| -17% | -$5.28M | 0.03% | 418 |
|
|
2019
Q2 | $33.3M | Buy |
798,870
+71,889
| +10% | +$3.01M | 0.04% | 317 |
|
|
2019
Q1 | $29.2M | Buy |
726,981
+61,779
| +9% | +$2.49M | 0.04% | 331 |
|
|
2018
Q4 | $26.4M | Buy |
665,202
+555,958
| +509% | +$22.3M | 0.04% | 304 |
|
|
2018
Q3 | $4.58M | Sell |
109,244
-174,536
| -62% | -$7.56M | 0.01% | 444 |
|
|
2018
Q2 | $12.6M | Buy |
283,780
+92,589
| +48% | +$4.25M | 0.03% | 273 |
|
|
2018
Q1 | $8.52M | Sell |
191,191
-304,968
| -61% | -$14.5M | 0.02% | 267 |
|
|
2017
Q4 | $23.4M | Buy |
496,159
+2,666
| +0.5% | +$121K | 0.05% | 201 |
|
|
2017
Q3 | $22.3M | Buy |
493,493
+450
| +0.1% | +$19.9K | 0.05% | 194 |
|
|
2017
Q2 | $20.9M | Sell |
493,043
-16,067
| -3% | -$624K | 0.06% | 202 |
|
|
2017
Q1 | $18.8M | Buy |
509,110
+2,060
| +0.4% | +$77.4K | 0.06% | 214 |
|
|
2016
Q4 | $18.4M | Buy |
507,050
+118,002
| +30% | +$4.18M | 0.07% | 207 |
|
|
2016
Q3 | $13.2M | Sell |
389,048
-43,827
| -10% | -$1.38M | 0.05% | 265 |
|
|
2016
Q2 | $12.1M | Buy |
432,875
+16,366
| +4% | +$463K | 0.05% | 324 |
|
|
2016
Q1 | $11.5M | Buy |
416,509
+36,455
| +10% | +$1.08M | 0.05% | 307 |
|
|
2015
Q4 | $13.4M | Buy |
380,054
+6,721
| +2% | +$237K | 0.06% | 274 |
|
|
2015
Q3 | $12.6M | Sell |
373,333
-76,797
| -17% | -$2.87M | 0.06% | 263 |
|
|
2015
Q2 | $18M | Buy |
450,130
+22,485
| +5% | +$936K | 0.09% | 225 |
|
|
2015
Q1 | $16.1M | Buy |
427,645
+326,279
| +322% | +$12.7M | 0.08% | 236 |
|
|
2014
Q4 | $4.13M | Sell |
101,366
-13,108
| -11% | -$559K | 0.04% | 249 |
|
|
2014
Q3 | $5.02M | Buy |
114,474
+5,603
| +5% | +$255K | 0.05% | 246 |
|
|
2014
Q2 | $4.76M | Buy |
108,871
+22,096
| +25% | +$985K | 0.05% | 241 |
|
|
2014
Q1 | $3.8M | Buy |
86,775
+73,050
| +532% | +$3.31M | 0.04% | 231 |
|
|
2013
Q4 | $652K | Buy |
13,725
+83
| +0.6% | +$3.93K | 0.01% | 561 |
|
|
2013
Q3 | $638K | Buy |
13,642
+234
| +2% | +$11.1K | 0.01% | 556 |
|
|
2013
Q2 | $600K | Buy |
+13,408
| New | +$627K | 0.01% | 534 |
|
Other funds holding HSBC
