Global Retirement Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.87M | Buy |
23,814
+14,161
| +147% | +$1.01M | 0.03% | 450 |
|
|
2025
Q3 | $685K | Buy |
9,653
+1,474
| +18% | +$95.8K | 0.02% | 652 |
|
|
2025
Q2 | $497K | Buy |
+8,179
| New | +$466K | 0.01% | 711 |
|
|
2024
Q4 | $436K | Sell |
8,814
-173
| -2% | -$8.03K | 0.01% | 682 |
|
|
2024
Q3 | $406K | Sell |
8,987
-3,608
| -29% | -$156K | 0.01% | 695 |
|
|
2024
Q2 | $548K | Buy |
12,595
+1,788
| +17% | +$76.9K | 0.02% | 582 |
|
|
2024
Q1 | $425K | Sell |
10,807
-857
| -7% | -$33.5K | 0.02% | 571 |
|
|
2023
Q4 | $443K | Buy |
11,664
+8,982
| +335% | +$348K | 0.02% | 525 |
|
|
2023
Q3 | $105K | Sell |
2,682
-104
| -4% | -$4.1K | 0.01% | 912 |
|
|
2023
Q2 | $110K | Buy |
2,786
+265
| +11% | +$9.89K | 0.01% | 905 |
|
|
2023
Q1 | $93.4K | Buy |
2,521
+1,289
| +105% | +$46.3K | 0.01% | 948 |
|
|
2022
Q4 | $38.4K | Buy |
1,232
+144
| +13% | +$4.09K | ﹤0.01% | 1214 |
|
|
2022
Q3 | $28K | Buy |
1,088
+182
| +20% | +$5.66K | ﹤0.01% | 1238 |
|
|
2022
Q2 | $30K | Sell |
906
-16
| -2% | -$519 | ﹤0.01% | 1191 |
|
|
2022
Q1 | $30K | Sell |
922
-36
| -4% | -$1.24K | ﹤0.01% | 1197 |
|
|
2021
Q4 | $29K | Buy |
958
+141
| +17% | +$4.12K | 0.02% | 109 |
|
|
2021
Q3 | $21K | Buy |
817
+24
| +3% | +$653 | ﹤0.01% | 1187 |
|
|
2021
Q2 | $23K | Buy |
793
+1
| +0.1% | +$31 | ﹤0.01% | 1144 |
|
|
2021
Q1 | $23K | Hold |
792
| – | – | ﹤0.01% | 1062 |
|
|
2020
Q4 | $21K | Hold |
792
| – | – | ﹤0.01% | 1014 |
|
|
2020
Q3 | $16K | Sell |
792
-36
| -4% | -$789 | ﹤0.01% | 996 |
|
|
2020
Q2 | $19K | Sell |
828
-517
| -38% | -$12.8K | ﹤0.01% | 916 |
|
|
2020
Q1 | $38K | Sell |
1,345
-84
| -6% | -$2.92K | 0.01% | 630 |
|
|
2019
Q4 | $56K | Hold |
1,429
| – | – | 0.01% | 619 |
|
|
2019
Q3 | $55K | Sell |
1,429
-295
| -17% | -$11.4K | 0.01% | 609 |
|
|
2019
Q2 | $72K | Buy |
1,724
+604
| +54% | +$25.3K | 0.01% | 526 |
|
|
2019
Q1 | $45K | Sell |
1,120
-28
| -2% | -$1.13K | 0.01% | 571 |
|
|
2018
Q4 | $46K | Sell |
1,148
-119
| -9% | -$4.76K | 0.01% | 528 |
|
|
2018
Q3 | $53K | Buy |
1,267
+92
| +8% | +$3.99K | 0.01% | 547 |
|
|
2018
Q2 | $52K | Sell |
1,175
-103
| -8% | -$4.72K | 0.01% | 533 |
|
|
2018
Q1 | $57K | Buy |
1,278
+318
| +33% | +$15.1K | 0.02% | 493 |
|
|
2017
Q4 | $45K | Hold |
960
| – | – | 0.01% | 519 |
|
|
2017
Q3 | $43K | Buy |
+960
| New | +$42.5K | 0.02% | 466 |
|
Other funds holding HSBC
