GSWM
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Golden State Wealth Management’s HSBC HSBC Stock Holding History

Golden State Wealth Management’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10K Hold
121
– – ﹤0.01% 1085
2025
Q4 		$9.58K Hold
121
– – ﹤0.01% 1117
2025
Q3 		$8.59K Buy
121
+1
+0.8% +$65 ﹤0.01% 1136
2025
Q2 		$7.31K Buy
120
+5
+4% +$285 ﹤0.01% 1153
2025
Q1 		$6.63K Hold
115
– – ﹤0.01% 1102
2024
Q4 		$5.71K Buy
+115
New +$5.33K ﹤0.01% 1090
2020
Q2 		– Sell
-104
Closed -$3K – 506
2020
Q1 		$3K Buy
+104
New +$3.61K ﹤0.01% 812
2019
Q4 		– Sell
-104
Closed -$4K – 438
2019
Q3 		$4K Hold
104
– – ﹤0.01% 889
2019
Q2 		$4K Sell
104
-37
-26% -$1.55K ﹤0.01% 903
2019
Q1 		$6K Buy
+141
New +$5.68K ﹤0.01% 863

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Sanders Capital
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BlackRock
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Bank of America
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return