EverSource Wealth Advisors’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
8,166
+4,332
| +113% | +$263K | 0.02% | 456 |
|
|
2025
Q1 | $220K | Buy |
3,834
+1,361
| +55% | +$78.2K | 0.01% | 626 |
|
|
2024
Q4 | $122K | Buy |
2,473
+559
| +29% | +$27.6K | 0.01% | 846 |
|
|
2024
Q3 | $86.5K | Buy |
1,914
+119
| +7% | +$5.38K | 0.01% | 849 |
|
|
2024
Q2 | $81K | Buy |
1,795
+83
| +5% | +$3.75K | 0.01% | 885 |
|
|
2024
Q1 | $74.6K | Buy |
1,712
+889
| +108% | +$38.7K | 0.01% | 822 |
|
|
2023
Q4 | $33.4K | Buy |
823
+126
| +18% | +$5.11K | ﹤0.01% | 1053 |
|
|
2023
Q3 | $27.5K | Sell |
697
-119
| -15% | -$4.7K | ﹤0.01% | 1016 |
|
|
2023
Q2 | $32.3K | Buy |
816
+570
| +232% | +$22.6K | ﹤0.01% | 990 |
|
|
2023
Q1 | $8.4K | Sell |
246
-197
| -44% | -$6.72K | ﹤0.01% | 1435 |
|
|
2022
Q4 | $13.8K | Sell |
443
-985
| -69% | -$30.7K | ﹤0.01% | 1203 |
|
|
2022
Q3 | $37K | Buy |
1,428
+622
| +77% | +$16.1K | 0.01% | 717 |
|
|
2022
Q2 | $26K | Sell |
806
-20
| -2% | -$645 | 0.01% | 762 |
|
|
2022
Q1 | $28K | Buy |
826
+575
| +229% | +$19.5K | 0.01% | 588 |
|
|
2021
Q4 | $8K | Buy |
+251
| New | +$8K | ﹤0.01% | 1050 |
|