HSBC Holdings’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.41M | Buy |
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|
2025
Q2 | $1.92M | Sell |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $751K | Sell |
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|
2024
Q1 | $997K | Buy |
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|
2023
Q4 | $875K | Buy |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $752K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $725K | Sell |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $923K | Sell |
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|
2021
Q3 | $3.68M | Sell |
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|
2021
Q2 | $3.8M | Buy |
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|
2021
Q1 | $766K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $365K | Sell |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $1.71M | Sell |
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|
2019
Q4 | $2.47M | Sell |
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|
2019
Q3 | $4.79M | Buy |
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|
2019
Q2 | $3.77M | Buy |
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|
2019
Q1 | $2.89M | Buy |
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|
2018
Q4 | $1.4M | Buy |
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|
2018
Q3 | $217K | Buy |
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|
2018
Q2 | $203K | Sell |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $264K | Buy |
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|
2017
Q3 | $201K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $369K | Buy |
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|
2013
Q2 | $329K | Buy |
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