Gitterman 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	$297K	Sell	4,890 -81	-2%	-$4.92K	0.07%	85
2025 Q1	$285K	Sell	4,971 -218	-4%	-$12.5K	0.08%	82
2024 Q4	$257K	Buy	5,189 +429	+9%	+$21.2K	0.11%	86
2024 Q3	$215K	Buy	4,760 +61	+1%	+$2.76K	0.09%	111
2024 Q2	$204K	Buy	+4,699	New	+$204K	0.08%	101