Intersect Capital’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $569K | Sell |
17,414
-1,358
| -7% | -$44.4K | 0.17% | 124 |
|
2022
Q1 | $642K | Buy |
18,772
+667
| +4% | +$22.8K | 0.12% | 164 |
|
2021
Q4 | $546K | Buy |
18,105
+425
| +2% | +$12.8K | 0.1% | 185 |
|
2021
Q3 | $462K | Buy |
17,680
+1,966
| +13% | +$51.4K | 0.08% | 195 |
|
2021
Q2 | $453K | Sell |
15,714
-1,606
| -9% | -$46.3K | 0.08% | 193 |
|
2021
Q1 | $505K | Buy |
17,320
+5,894
| +52% | +$172K | 0.1% | 163 |
|
2020
Q4 | $296K | Sell |
11,426
-7,583
| -40% | -$196K | 0.07% | 215 |
|
2020
Q3 | $372K | Buy |
19,009
+321
| +2% | +$6.28K | 0.1% | 148 |
|
2020
Q2 | $436K | Sell |
18,688
-1,856
| -9% | -$43.3K | 0.14% | 105 |
|
2020
Q1 | $575K | Sell |
20,544
-135
| -0.7% | -$3.78K | 0.23% | 76 |
|
2019
Q4 | $808K | Sell |
20,679
-130
| -0.6% | -$5.08K | 0.27% | 69 |
|
2019
Q3 | $796K | Hold |
20,809
| – | – | 0.3% | 65 |
|
2019
Q2 | $869K | Buy |
20,809
+2,181
| +12% | +$91.1K | 0.34% | 61 |
|
2019
Q1 | $747K | Sell |
18,628
-466
| -2% | -$18.7K | 0.31% | 66 |
|
2018
Q4 | $757K | Sell |
19,094
-1,962
| -9% | -$77.8K | 0.36% | 58 |
|
2018
Q3 | $882K | Buy |
21,056
+4,808
| +30% | +$201K | 0.38% | 56 |
|
2018
Q2 | $722K | Sell |
16,248
-165
| -1% | -$7.33K | 0.35% | 55 |
|
2018
Q1 | $730K | Sell |
16,413
-451
| -3% | -$20.1K | 0.39% | 53 |
|
2017
Q4 | $796K | Hold |
16,864
| – | – | 0.43% | 50 |
|
2017
Q3 | $761K | Sell |
16,864
-1,094
| -6% | -$49.4K | 0.43% | 51 |
|
2017
Q2 | $761K | Buy |
17,958
+4,881
| +37% | +$207K | 0.46% | 49 |
|
2017
Q1 | $482K | Sell |
13,077
-5,918
| -31% | -$218K | 0.42% | 52 |
|
2016
Q4 | $689K | Buy |
18,995
+1,698
| +10% | +$61.6K | 0.52% | 45 |
|
2016
Q3 | $588K | Sell |
17,297
-5,364
| -24% | -$182K | 0.46% | 50 |
|
2016
Q2 | $632K | Hold |
22,661
| – | – | 0.38% | 51 |
|
2016
Q1 | $628K | Buy |
22,661
+4,411
| +24% | +$122K | 0.39% | 52 |
|
2015
Q4 | $642K | Buy |
18,250
+1,729
| +10% | +$60.8K | 0.55% | 44 |
|
2015
Q3 | $558K | Buy |
16,521
+561
| +4% | +$18.9K | 0.51% | 47 |
|
2015
Q2 | $637K | Buy |
15,960
+3,008
| +23% | +$120K | 0.54% | 45 |
|
2015
Q1 | $567K | Buy |
12,952
+221
| +2% | +$9.68K | 0.44% | 50 |
|
2014
Q4 | $518K | Buy |
+12,731
| New | +$518K | 0.43% | 49 |
|