Geneos Wealth 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 | $410K | Sell |
6,751
-7,460
| -52% | -$453K | 0.01% | 771 |
|
|
2025
Q1 | $816K | Buy |
14,211
+9,003
| +173% | +$517K | 0.01% | 736 |
|
|
2024
Q4 | $258K | Sell |
5,208
-358
| -6% | -$17.7K | 0.01% | 760 |
|
|
2024
Q3 | $252K | Buy |
5,566
+517
| +10% | +$23.4K | 0.01% | 712 |
|
|
2024
Q2 | $220K | Sell |
5,049
-530
| -9% | -$23.1K | 0.01% | 684 |
|
|
2024
Q1 | $220K | Hold |
5,579
| – | – | 0.01% | 679 |
|
|
2023
Q4 | $226K | Sell |
5,579
-300
| -5% | -$12.2K | 0.01% | 653 |
|
|
2023
Q3 | $232K | Hold |
5,879
| – | – | 0.01% | 646 |
|
|
2023
Q2 | $233K | Buy |
5,879
+300
| +5% | +$11.9K | 0.01% | 648 |
|
|
2023
Q1 | $190K | Sell |
5,579
-300
| -5% | -$10.2K | 0.01% | 663 |
|
|
2022
Q4 | $183K | Sell |
5,879
-100
| -2% | -$3.12K | 0.01% | 648 |
|
|
2022
Q3 | $155K | Sell |
5,979
-438
| -7% | -$11.4K | 0.01% | 674 |
|
|
2022
Q2 | $209K | Sell |
6,417
-278
| -4% | -$9.05K | 0.01% | 731 |
|
|
2022
Q1 | $229K | Buy |
6,695
+4
| +0.1% | +$137 | 0.01% | 751 |
|
|
2021
Q4 | $201K | Hold |
6,691
| – | – | 0.01% | 861 |
|
|
2021
Q3 | $176K | Buy |
6,691
+1
| +0% | +$26 | 0.01% | 915 |
|
|
2021
Q2 | $192K | Sell |
6,690
-568
| -8% | -$16.3K | 0.01% | 861 |
|
|
2021
Q1 | $226K | Buy |
7,258
+1
| +0% | +$31 | 0.01% | 917 |
|
|
2020
Q4 | $211K | Sell |
7,257
-275
| -4% | -$8K | 0.01% | 806 |
|
|
2020
Q3 | $136K | Sell |
7,532
-800
| -10% | -$14.4K | 0.01% | 817 |
|
|
2020
Q2 | $194K | Sell |
8,332
-5,136
| -38% | -$120K | 0.01% | 683 |
|
|
2020
Q1 | $388K | Sell |
13,468
-8
| -0.1% | -$230 | 0.03% | 425 |
|
|
2019
Q4 | $525K | Buy |
13,476
+3,124
| +30% | +$122K | 0.03% | 425 |
|
|
2019
Q3 | $394K | Sell |
10,352
-526
| -5% | -$20K | 0.02% | 462 |
|
|
2019
Q2 | $454K | Sell |
10,878
-128
| -1% | -$5.34K | 0.03% | 428 |
|
|
2019
Q1 | $441K | Sell |
11,006
-2,443
| -18% | -$97.9K | 0.03% | 429 |
|
|
2018
Q4 | $532K | Buy |
13,449
+833
| +7% | +$33K | 0.04% | 356 |
|
|
2018
Q3 | $528K | Buy |
12,616
+7,773
| +160% | +$325K | 0.04% | 373 |
|
|
2018
Q2 | $215K | Buy |
4,843
+2,990
| +161% | +$133K | 0.02% | 552 |
|
|
2018
Q1 | $82K | Buy |
1,853
+482
| +35% | +$21.3K | 0.01% | 819 |
|
|
2017
Q4 | $64K | Buy |
1,371
+154
| +13% | +$7.19K | 0.01% | 900 |
|
|
2017
Q3 | $54K | Buy |
1,217
+11
| +0.9% | +$488 | 0.01% | 911 |
|
|
2017
Q2 | $51K | Buy |
1,206
+2
| +0.2% | +$85 | 0.01% | 911 |
|
|
2017
Q1 | $44K | Sell |
1,204
-380
| -24% | -$13.9K | ﹤0.01% | 937 |
|
|
2016
Q4 | $57K | Buy |
1,584
+28
| +2% | +$1.01K | 0.01% | 791 |
|
|
2016
Q3 | $52K | Sell |
1,556
-6
| -0.4% | -$201 | 0.01% | 798 |
|
|
2016
Q2 | $43K | Buy |
1,562
+942
| +152% | +$25.9K | 0.01% | 858 |
|
|
2016
Q1 | $17K | Buy |
+620
| New | +$17K | ﹤0.01% | 1139 |
|