Evergreen Capital 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 | $1.45M | Buy |
23,851
+1,009
| +4% | +$61.3K | 0.04% | 305 |
|
|
2025
Q1 | $1.35M | Buy |
22,842
+3,806
| +20% | +$224K | 0.05% | 295 |
|
|
2024
Q4 | $942K | Buy |
19,036
+1,369
| +8% | +$67.7K | 0.03% | 344 |
|
|
2024
Q3 | $798K | Buy |
17,667
+2,881
| +19% | +$130K | 0.03% | 369 |
|
|
2024
Q2 | $643K | Sell |
14,786
-497
| -3% | -$21.6K | 0.02% | 403 |
|
|
2024
Q1 | $624K | Buy |
15,283
+2,644
| +21% | +$108K | 0.02% | 389 |
|
|
2023
Q4 | $512K | Sell |
12,639
-338
| -3% | -$13.7K | 0.02% | 419 |
|
|
2023
Q3 | $512K | Sell |
12,977
-3,214
| -20% | -$127K | 0.02% | 389 |
|
|
2023
Q2 | $641K | Buy |
16,191
+2,999
| +23% | +$119K | 0.03% | 348 |
|
|
2023
Q1 | $468K | Buy |
13,192
+1,180
| +10% | +$41.8K | 0.02% | 391 |
|
|
2022
Q4 | $374K | Sell |
12,012
-4,684
| -28% | -$146K | 0.02% | 420 |
|
|
2022
Q3 | $435K | Buy |
16,696
+1,095
| +7% | +$28.5K | 0.02% | 365 |
|
|
2022
Q2 | $510K | Buy |
15,601
+2,556
| +20% | +$83.6K | 0.03% | 327 |
|
|
2022
Q1 | $446K | Buy |
13,045
+3,750
| +40% | +$128K | 0.02% | 398 |
|
|
2021
Q4 | $280K | Buy |
9,295
+1,653
| +22% | +$49.8K | 0.01% | 499 |
|
|
2021
Q3 | $200K | Sell |
7,642
-1,585
| -17% | -$41.5K | 0.01% | 551 |
|
|
2021
Q2 | $266K | Buy |
9,227
+1,806
| +24% | +$52.1K | 0.01% | 445 |
|
|
2021
Q1 | $216K | Buy |
+7,421
| New | +$216K | 0.01% | 465 |
|
|
2019
Q3 | – | Sell |
-7,068
| Closed | -$295K | – | 442 |
|
|
2019
Q2 | $295K | Buy |
7,068
+8
| +0.1% | +$334 | 0.03% | 317 |
|
|
2019
Q1 | $283K | Sell |
7,060
-84
| -1% | -$3.37K | 0.03% | 303 |
|
|
2018
Q4 | $283K | Sell |
7,144
-29
| -0.4% | -$1.15K | 0.03% | 281 |
|
|
2018
Q3 | $301K | Sell |
7,173
-776
| -10% | -$32.6K | 0.03% | 288 |
|
|
2018
Q2 | $353K | Buy |
7,949
+464
| +6% | +$20.6K | 0.03% | 238 |
|
|
2018
Q1 | $333K | Buy |
+7,485
| New | +$333K | 0.03% | 240 |
|