EverSource Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | $122K | Buy |
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|
2024
Q3 | $86.5K | Buy |
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|
2024
Q2 | $81K | Buy |
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|
2024
Q1 | $74.6K | Buy |
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|
2023
Q4 | $33.4K | Buy |
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|
2023
Q3 | $27.5K | Sell |
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|
2023
Q2 | $32.3K | Buy |
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|
2023
Q1 | $8.4K | Sell |
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|
2022
Q4 | $13.8K | Sell |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | $8K | Buy |
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