Frank Rimerman Advisors’s HSBC HSBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$982K	Buy	16,160 +826	+5%	+$50.2K	0.07%	215
2025 Q1	$881K	Hold	15,334	–	–	0.07%	213
2024 Q4	$758K	Sell	15,334 -45,220	-75%	-$2.24M	0.06%	233
2024 Q3	$2.74M	Buy	60,554 +1,005	+2%	+$45.4K	0.19%	86
2024 Q2	$2.59M	Buy	+59,549	New	+$2.59M	0.18%	90