Henry James International Management’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 | $815K | Sell |
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|
2025
Q2 | $863K | Hold |
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|
2025
Q1 | $815K | Hold |
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|
2024
Q4 | $702K | Buy |
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|
2024
Q3 | $640K | Buy |
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|
2024
Q2 | $616K | Buy |
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|
2024
Q1 | $555K | Buy |
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|
2023
Q4 | $570K | Hold |
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|
2023
Q3 | $555K | Buy |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $309K | Hold |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $342K | Hold |
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|
2019
Q4 | $478K | Sell |
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|
2019
Q3 | $468K | Buy |
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|
2019
Q2 | $511K | Sell |
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|
2019
Q1 | $506K | Sell |
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|
2018
Q4 | $512K | Sell |
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|
2018
Q3 | $551K | Buy |
|