GHP Investment 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 | – | Sell |
-85
| Closed | -$4.88K | – | 979 |
|
|
2025
Q1 | $4.88K | Buy |
+85
| New | +$4.88K | ﹤0.01% | 776 |
|
|
2024
Q4 | – | Sell |
-364
| Closed | -$16.5K | – | 1006 |
|
|
2024
Q3 | $16.5K | Buy |
+364
| New | +$16.5K | ﹤0.01% | 652 |
|
|
2014
Q3 | – | Sell |
-4,640
| Closed | -$203K | – | 269 |
|
|
2014
Q2 | $203K | Sell |
4,640
-114
| -2% | -$4.99K | 0.06% | 259 |
|
|
2014
Q1 | $208K | Sell |
4,754
-246
| -5% | -$10.8K | 0.07% | 250 |
|
|
2013
Q4 | $237K | Sell |
5,000
-970
| -16% | -$46K | 0.08% | 232 |
|
|
2013
Q3 | $279K | Buy |
5,970
+132
| +2% | +$6.17K | 0.1% | 211 |
|
|
2013
Q2 | $261K | Buy |
+5,838
| New | +$261K | 0.1% | 209 |
|