HHM Wealth Advisors’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 | $11.2K | Hold |
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|
2025
Q2 | $9.61K | Hold |
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|
2025
Q1 | $9.07K | Hold |
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|
2024
Q4 | $7.82K | Hold |
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|
2024
Q3 | $7.14K | Hold |
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|
2024
Q2 | $6.87K | Sell |
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|
2024
Q1 | $29.6K | Hold |
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|
2023
Q4 | $30.4K | Hold |
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|
2023
Q3 | $29.6K | Hold |
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|
2023
Q2 | $29.8K | Hold |
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|
2023
Q1 | $25.6K | Buy |
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|
2022
Q4 | $20K | Sell |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $65K | Buy |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $36K | Sell |
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|
2020
Q3 | $30K | Buy |
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|
2020
Q2 | $33K | Hold |
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|
2020
Q1 | $39K | Buy |
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