HSBC Holdings’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
6,140
-7,902
| -56% | -$2.47M | ﹤0.01% | 1161 |
|
|
2025
Q1 | $4.18M | Buy |
14,042
+7,776
| +124% | +$2.32M | ﹤0.01% | 927 |
|
|
2024
Q4 | $2.12M | Buy |
6,266
+5,313
| +558% | +$1.79M | ﹤0.01% | 1143 |
|
|
2024
Q3 | $304K | Sell |
953
-1,589
| -63% | -$507K | ﹤0.01% | 1966 |
|
|
2024
Q2 | $751K | Sell |
2,542
-694
| -21% | -$205K | ﹤0.01% | 1477 |
|
|
2024
Q1 | $997K | Buy |
3,236
+177
| +6% | +$54.6K | ﹤0.01% | 1433 |
|
|
2023
Q4 | $875K | Buy |
3,059
+2,064
| +207% | +$591K | ﹤0.01% | 1443 |
|
|
2023
Q3 | $233K | Sell |
995
-2,843
| -74% | -$666K | ﹤0.01% | 1854 |
|
|
2023
Q2 | $752K | Buy |
+3,838
| New | +$752K | ﹤0.01% | 1451 |
|
|
2023
Q1 | – | Sell |
-1,030
| Closed | -$223K | – | 2395 |
|
|
2022
Q4 | $223K | Buy |
+1,030
| New | +$223K | ﹤0.01% | 2252 |
|
|
2022
Q3 | – | Sell |
-2,979
| Closed | -$725K | – | 2648 |
|
|
2022
Q2 | $725K | Sell |
2,979
-3,633
| -55% | -$884K | ﹤0.01% | 1737 |
|
|
2022
Q1 | $1.84M | Buy |
6,612
+3,912
| +145% | +$1.09M | ﹤0.01% | 1369 |
|
|
2021
Q4 | $923K | Sell |
2,700
-11,406
| -81% | -$3.9M | ﹤0.01% | 1685 |
|
|
2021
Q3 | $3.68M | Sell |
14,106
-674
| -5% | -$176K | ﹤0.01% | 1019 |
|
|
2021
Q2 | $3.8M | Buy |
14,780
+11,399
| +337% | +$2.93M | ﹤0.01% | 965 |
|
|
2021
Q1 | $766K | Sell |
3,381
-1,032
| -23% | -$234K | ﹤0.01% | 1432 |
|
|
2020
Q4 | $1.02M | Buy |
4,413
+2,146
| +95% | +$495K | ﹤0.01% | 1334 |
|
|
2020
Q3 | $365K | Sell |
2,267
-6,885
| -75% | -$1.11M | ﹤0.01% | 1730 |
|
|
2020
Q2 | $1.29M | Sell |
9,152
-5,617
| -38% | -$792K | ﹤0.01% | 1043 |
|
|
2020
Q1 | $1.71M | Sell |
14,769
-1,565
| -10% | -$181K | ﹤0.01% | 934 |
|
|
2019
Q4 | $2.47M | Sell |
16,334
-16,414
| -50% | -$2.48M | ﹤0.01% | 1002 |
|
|
2019
Q3 | $4.79M | Buy |
32,748
+6,704
| +26% | +$980K | 0.01% | 798 |
|
|
2019
Q2 | $3.77M | Buy |
26,044
+3,071
| +13% | +$444K | 0.01% | 881 |
|
|
2019
Q1 | $2.89M | Buy |
22,973
+10,200
| +80% | +$1.28M | 0.01% | 965 |
|
|
2018
Q4 | $1.4M | Buy |
12,773
+11,049
| +641% | +$1.21M | ﹤0.01% | 1150 |
|
|
2018
Q3 | $217K | Buy |
1,724
+143
| +9% | +$18K | ﹤0.01% | 1810 |
|
|
2018
Q2 | $203K | Sell |
1,581
-930
| -37% | -$119K | ﹤0.01% | 1868 |
|
|
2018
Q1 | $240K | Sell |
2,511
-208
| -8% | -$19.9K | ﹤0.01% | 1774 |
|
|
2017
Q4 | $264K | Buy |
2,719
+353
| +15% | +$34.3K | ﹤0.01% | 1676 |
|
|
2017
Q3 | $201K | Buy |
+2,366
| New | +$201K | ﹤0.01% | 1679 |
|
|
2013
Q4 | – | Sell |
-4,654
| Closed | -$369K | – | 1403 |
|
|
2013
Q3 | $369K | Buy |
4,654
+412
| +10% | +$32.7K | ﹤0.01% | 1216 |
|
|
2013
Q2 | $329K | Buy |
+4,242
| New | +$329K | ﹤0.01% | 1109 |
|