Integrated Wealth Concepts’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
17,389
+5,458
| +46% | +$332K | 0.01% | 895 |
|
|
2025
Q1 | $685K | Sell |
11,931
-2,642
| -18% | -$152K | 0.01% | 1006 |
|
|
2024
Q4 | $721K | Buy |
14,573
+388
| +3% | +$19.2K | 0.01% | 965 |
|
|
2024
Q3 | $641K | Buy |
14,185
+265
| +2% | +$12K | 0.01% | 983 |
|
|
2024
Q2 | $606K | Sell |
13,920
-315
| -2% | -$13.7K | 0.01% | 973 |
|
|
2024
Q1 | $560K | Sell |
14,235
-50,895
| -78% | -$2M | 0.01% | 1005 |
|
|
2023
Q4 | $2.64M | Buy |
65,130
+3,887
| +6% | +$158K | 0.04% | 382 |
|
|
2023
Q3 | $2.42M | Sell |
61,243
-16
| -0% | -$631 | 0.04% | 385 |
|
|
2023
Q2 | $2.43M | Sell |
61,259
-146
| -0.2% | -$5.79K | 0.04% | 392 |
|
|
2023
Q1 | $2.1M | Sell |
61,405
-3,409
| -5% | -$116K | 0.04% | 389 |
|
|
2022
Q4 | $2.02M | Sell |
64,814
-702
| -1% | -$21.9K | 0.05% | 315 |
|
|
2022
Q3 | $1.71M | Buy |
65,516
+2,576
| +4% | +$67.2K | 0.05% | 319 |
|
|
2022
Q2 | $2.06M | Buy |
62,940
+2,366
| +4% | +$77.3K | 0.06% | 274 |
|
|
2022
Q1 | $2.07M | Buy |
60,574
+3,740
| +7% | +$128K | 0.06% | 256 |
|
|
2021
Q4 | $1.71M | Buy |
+56,834
| New | +$1.71M | 0.05% | 289 |
|
|
2020
Q4 | – | Sell |
-29,546
| Closed | -$579K | – | 636 |
|
|
2020
Q3 | $579K | Buy |
29,546
+1,928
| +7% | +$37.8K | 0.04% | 312 |
|
|
2020
Q2 | $644K | Buy |
27,618
+5,685
| +26% | +$133K | 0.05% | 241 |
|
|
2020
Q1 | $614K | Buy |
21,933
+3,900
| +22% | +$109K | 0.06% | 198 |
|
|
2019
Q4 | $705K | Buy |
18,033
+7,412
| +70% | +$290K | 0.06% | 211 |
|
|
2019
Q3 | $406K | Buy |
10,621
+3,854
| +57% | +$147K | 0.05% | 243 |
|
|
2019
Q2 | $285K | Buy |
+6,767
| New | +$285K | 0.04% | 287 |
|