Geneos Wealth 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 | $300K | Sell |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $816K | Buy |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $220K | Hold |
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|
2023
Q4 | $226K | Sell |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $233K | Buy |
|
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|
2023
Q1 | $190K | Sell |
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|
2022
Q4 | $183K | Sell |
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|
2022
Q3 | $155K | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $201K | Hold |
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|
2021
Q3 | $176K | Buy |
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|
2021
Q2 | $192K | Sell |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | $211K | Sell |
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|
2020
Q3 | $136K | Sell |
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|
2020
Q2 | $194K | Sell |
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|
2020
Q1 | $388K | Sell |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $394K | Sell |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $441K | Sell |
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|
2018
Q4 | $532K | Buy |
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|
2018
Q3 | $528K | Buy |
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|
2018
Q2 | $215K | Buy |
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|
2018
Q1 | $82K | Buy |
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|
2017
Q4 | $64K | Buy |
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|
2017
Q3 | $54K | Buy |
|
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|
2017
Q2 | $51K | Buy |
|
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|
2017
Q1 | $44K | Sell |
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|
2016
Q4 | $57K | Buy |
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|
2016
Q3 | $52K | Sell |
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|
2016
Q2 | $43K | Buy |
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|
2016
Q1 | $17K | Buy |
|