HSBC Holdings’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,080
| Closed | -$205K | – | 2621 |
|
|
2024
Q4 | $205K | Buy |
13,080
+802
| +7% | +$12.6K | ﹤0.01% | 2290 |
|
|
2024
Q3 | $214K | Buy |
12,278
+1,389
| +13% | +$24.2K | ﹤0.01% | 2196 |
|
|
2024
Q2 | $188K | Sell |
10,889
-1,531
| -12% | -$26.4K | ﹤0.01% | 2222 |
|
|
2024
Q1 | $268K | Buy |
+12,420
| New | +$268K | ﹤0.01% | 2112 |
|
|
2022
Q2 | – | Sell |
-3,863
| Closed | -$220K | – | 2843 |
|
|
2022
Q1 | $220K | Sell |
3,863
-5,276
| -58% | -$300K | ﹤0.01% | 2576 |
|
|
2021
Q4 | $537K | Buy |
9,139
+580
| +7% | +$34.1K | ﹤0.01% | 1974 |
|
|
2021
Q3 | $424K | Buy |
8,559
+3,838
| +81% | +$190K | ﹤0.01% | 1911 |
|
|
2021
Q2 | $218K | Buy |
+4,721
| New | +$218K | ﹤0.01% | 2286 |
|
|
2021
Q1 | – | Sell |
-8,527
| Closed | -$351K | – | 2420 |
|
|
2020
Q4 | $351K | Sell |
8,527
-1,244
| -13% | -$51.2K | ﹤0.01% | 2044 |
|
|
2020
Q3 | $321K | Buy |
+9,771
| New | +$321K | ﹤0.01% | 1802 |
|