Envestnet Portfolio Solutions’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Sell |
7,694
-1,461
| -16% | -$88.8K | ﹤0.01% | 1122 |
|
|
2025
Q1 | $526K | Sell |
9,155
-5,086
| -36% | -$292K | ﹤0.01% | 1025 |
|
|
2024
Q4 | $704K | Sell |
14,241
-1,866
| -12% | -$92.3K | ﹤0.01% | 1079 |
|
|
2024
Q3 | $728K | Sell |
16,107
-2,972
| -16% | -$134K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $830K | Buy |
19,079
+4,337
| +29% | +$189K | ﹤0.01% | 924 |
|
|
2024
Q1 | $580K | Sell |
14,742
-3,519
| -19% | -$139K | ﹤0.01% | 1053 |
|
|
2023
Q4 | $740K | Buy |
18,261
+1,434
| +9% | +$58.1K | ﹤0.01% | 892 |
|
|
2023
Q3 | $664K | Buy |
+16,827
| New | +$664K | ﹤0.01% | 872 |
|