HSBC Holdings’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $979K | Buy |
16,376
+2,496
| +18% | +$174K | ﹤0.01% | 1871 |
|
|
2025
Q4 | $1.2M | Buy |
+13,880
| New | +$1.23M | ﹤0.01% | 1848 |
|
|
2025
Q3 | – | Sell |
-28,541
| Closed | -$1.93M | – | 3185 |
|
|
2025
Q2 | $1.93M | Buy |
28,541
+2,564
| +10% | +$176K | ﹤0.01% | 1507 |
|
|
2025
Q1 | $1.96M | Buy |
25,977
+6,580
| +34% | +$621K | ﹤0.01% | 1457 |
|
|
2024
Q4 | $2.12M | Sell |
19,397
-10,471
| -35% | -$965K | ﹤0.01% | 1447 |
|
|
2024
Q3 | $2.38M | Buy |
29,868
+15,564
| +109% | +$1.17M | ﹤0.01% | 1365 |
|
|
2024
Q2 | $1.05M | Buy |
14,304
+10,870
| +317% | +$855K | ﹤0.01% | 1667 |
|
|
2024
Q1 | $291K | Buy |
+3,434
| New | +$309K | ﹤0.01% | 2462 |
|
|
2023
Q4 | – | Sell |
-12,233
| Closed | -$1.25M | – | 2941 |
|
|
2023
Q3 | $1.25M | Buy |
12,233
+6,585
| +117% | +$684K | ﹤0.01% | 1635 |
|
|
2023
Q2 | $575K | Sell |
5,648
-3,422
| -38% | -$329K | ﹤0.01% | 1930 |
|
|
2023
Q1 | $930K | Buy |
9,070
+6,367
| +236% | +$577K | ﹤0.01% | 1791 |
|
|
2022
Q4 | $227K | Sell |
2,703
-7,197
| -73% | -$558K | ﹤0.01% | 2714 |
|
|
2022
Q3 | $786K | Buy |
9,900
+4,465
| +82% | +$305K | ﹤0.01% | 1945 |
|
|
2022
Q2 | $358K | Buy |
+5,435
| New | +$452K | ﹤0.01% | 2533 |
|
|
2022
Q1 | – | Sell |
-8,154
| Closed | -$1.06M | – | 3509 |
|
|
2021
Q4 | $1.06M | Buy |
8,154
+3,348
| +70% | +$472K | ﹤0.01% | 2000 |
|
|
2021
Q3 | $671K | Buy |
4,806
+1,188
| +33% | +$161K | ﹤0.01% | 2085 |
|
|
2021
Q2 | $406K | Buy |
+3,618
| New | +$351K | ﹤0.01% | 2319 |
|
|
2021
Q1 | – | Sell |
-3,170
| Closed | -$287K | – | 3169 |
|
|
2020
Q4 | $287K | Buy |
+3,170
| New | +$223K | ﹤0.01% | 2600 |
|
|
2020
Q3 | – | Sell |
-8,267
| Closed | -$442K | – | 2880 |
|
|
2020
Q2 | $442K | Sell |
8,267
-3,318
| -29% | -$136K | ﹤0.01% | 1918 |
|
|
2020
Q1 | $386K | Buy |
+11,585
| New | +$482K | ﹤0.01% | 1916 |
|
|
2019
Q3 | – | Sell |
-3,968
| Closed | -$231K | – | 3168 |
|
|
2019
Q2 | $231K | Buy |
+3,968
| New | +$213K | ﹤0.01% | 2469 |
|
|
2019
Q1 | – | Sell |
-35,437
| Closed | -$1.27M | – | 2907 |
|
|
2018
Q4 | $1.27M | Buy |
35,437
+314
| +0.9% | +$11K | ﹤0.01% | 1684 |
|
|
2018
Q3 | $1.39M | Buy |
35,123
+11,984
| +52% | +$373K | ﹤0.01% | 1610 |
|
|
2018
Q2 | $565K | Buy |
+23,139
| New | +$582K | ﹤0.01% | 2021 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH