Gradient Investments’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Buy |
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|
2025
Q2 | $749K | Buy |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $480K | Buy |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $467K | Buy |
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|
2023
Q3 | $1.74K | Hold |
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|
2023
Q2 | $1.74K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Sell |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $2K | Sell |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.44M | Sell |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.55M | Buy |
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|
2019
Q1 | $1.11M | Sell |
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|
2018
Q4 | $1.83M | Sell |
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|
2018
Q3 | $2.18M | Buy |
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|
2018
Q2 | $2.25M | Buy |
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|
2018
Q1 | $1.96M | Buy |
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|
2017
Q4 | $1.74M | Buy |
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|
2017
Q3 | $1.31M | Buy |
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|
2017
Q2 | $835K | Buy |
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|
2017
Q1 | $257K | Buy |
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|
2016
Q4 | $8K | Buy |
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|
2016
Q3 | $6K | Buy |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Hold |
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|
2015
Q4 | $1K | Hold |
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|
2015
Q3 | $1K | Hold |
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|
2015
Q2 | $2K | Sell |
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|
2015
Q1 | $36K | Buy |
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|
2014
Q4 | $7K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $3K | Buy |
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