HHM Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.61K | Hold |
158
| – | – | ﹤0.01% | 616 |
|
|
2025
Q1 | $9.07K | Hold |
158
| – | – | ﹤0.01% | 605 |
|
|
2024
Q4 | $7.82K | Hold |
158
| – | – | ﹤0.01% | 624 |
|
|
2024
Q3 | $7.14K | Hold |
158
| – | – | ﹤0.01% | 615 |
|
|
2024
Q2 | $6.87K | Sell |
158
-593
| -79% | -$25.8K | ﹤0.01% | 600 |
|
|
2024
Q1 | $29.6K | Hold |
751
| – | – | ﹤0.01% | 360 |
|
|
2023
Q4 | $30.4K | Hold |
751
| – | – | 0.01% | 355 |
|
|
2023
Q3 | $29.6K | Hold |
751
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $29.8K | Hold |
751
| – | – | 0.01% | 362 |
|
|
2023
Q1 | $25.6K | Buy |
751
+109
| +17% | +$3.72K | 0.01% | 382 |
|
|
2022
Q4 | $20K | Sell |
642
-36
| -5% | -$1.12K | ﹤0.01% | 361 |
|
|
2022
Q3 | $18K | Sell |
678
-1,298
| -66% | -$34.5K | ﹤0.01% | 360 |
|
|
2022
Q2 | $65K | Buy |
1,976
+576
| +41% | +$18.9K | 0.02% | 247 |
|
|
2022
Q1 | $48K | Hold |
1,400
| – | – | 0.01% | 313 |
|
|
2021
Q4 | $42K | Hold |
1,400
| – | – | 0.01% | 330 |
|
|
2021
Q3 | $37K | Hold |
1,400
| – | – | 0.01% | 335 |
|
|
2021
Q2 | $40K | Hold |
1,400
| – | – | 0.01% | 327 |
|
|
2021
Q1 | $41K | Hold |
1,400
| – | – | 0.01% | 303 |
|
|
2020
Q4 | $36K | Sell |
1,400
-117
| -8% | -$3.01K | 0.01% | 294 |
|
|
2020
Q3 | $30K | Buy |
1,517
+117
| +8% | +$2.31K | 0.01% | 277 |
|
|
2020
Q2 | $33K | Hold |
1,400
| – | – | 0.01% | 263 |
|
|
2020
Q1 | $39K | Buy |
+1,400
| New | +$39K | 0.02% | 232 |
|