Forum Financial Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.14M | Hold |
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|
2025
Q2 | $2.69M | Buy |
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|
2025
Q1 | $2.49M | Hold |
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|
2024
Q4 | $2.14M | Buy |
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|
2024
Q3 | $1.21M | Hold |
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|
2024
Q2 | $1.17M | Hold |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.07M | Hold |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $924K | Sell |
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|
2022
Q4 | $844K | Buy |
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|
2022
Q3 | $706K | Hold |
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|
2022
Q2 | $884K | Hold |
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|
2022
Q1 | $926K | Hold |
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|
2021
Q4 | $816K | Buy |
|