Forum Financial 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 | $2.69M | Buy |
44,246
+929
| +2% | +$56.5K | 0.04% | 98 |
|
|
2025
Q1 | $2.49M | Hold |
43,317
| – | – | 0.04% | 94 |
|
|
2024
Q4 | $2.14M | Buy |
43,317
+16,516
| +62% | +$817K | 0.04% | 112 |
|
|
2024
Q3 | $1.21M | Hold |
26,801
| – | – | 0.02% | 160 |
|
|
2024
Q2 | $1.17M | Hold |
26,801
| – | – | 0.02% | 151 |
|
|
2024
Q1 | $1.05M | Hold |
26,801
| – | – | 0.02% | 181 |
|
|
2023
Q4 | $1.09M | Sell |
26,801
-266
| -1% | -$10.8K | 0.02% | 156 |
|
|
2023
Q3 | $1.07M | Hold |
27,067
| – | – | 0.02% | 149 |
|
|
2023
Q2 | $1.07M | Hold |
27,067
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $924K | Sell |
27,067
-3
| -0% | -$102 | 0.03% | 152 |
|
|
2022
Q4 | $844K | Buy |
27,070
+3
| +0% | +$93 | 0.03% | 158 |
|
|
2022
Q3 | $706K | Hold |
27,067
| – | – | 0.03% | 157 |
|
|
2022
Q2 | $884K | Hold |
27,067
| – | – | 0.04% | 135 |
|
|
2022
Q1 | $926K | Hold |
27,067
| – | – | 0.04% | 136 |
|
|
2021
Q4 | $816K | Buy |
+27,067
| New | +$816K | 0.04% | 153 |
|