GeoWealth 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	$183K	Buy	3,017 +877	+41%	+$53.3K	0.01%	683
2025 Q1	$123K	Sell	2,140 -1,139	-35%	-$65.4K	﹤0.01%	756
2024 Q4	$162K	Buy	3,279 +205	+7%	+$10.1K	0.01%	834
2024 Q3	$139K	Buy	+3,074	New	+$139K	﹤0.01%	817