JCIC Asset Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $116K | Sell |
2,022
-90
| -4% | -$5.17K | 0.05% | 63 |
|
2024
Q4 | $104K | Buy |
2,112
+632
| +43% | +$31.3K | 0.04% | 56 |
|
2024
Q3 | $66.9K | Hold |
1,480
| – | – | 0.03% | 60 |
|
2024
Q2 | $64.4K | Sell |
1,480
-135
| -8% | -$5.87K | 0.03% | 59 |
|
2024
Q1 | $63.6K | Hold |
1,615
| – | – | 0.03% | 62 |
|
2023
Q4 | $65.5K | Buy |
1,615
+85
| +6% | +$3.45K | 0.03% | 61 |
|
2023
Q3 | $60.4K | Hold |
1,530
| – | – | 0.03% | 60 |
|
2023
Q2 | $60.6K | Hold |
1,530
| – | – | 0.03% | 65 |
|
2023
Q1 | $52.2K | Hold |
1,530
| – | – | 0.02% | 63 |
|
2022
Q4 | $48K | Sell |
1,530
-45
| -3% | -$1.41K | 0.02% | 68 |
|
2022
Q3 | $41K | Buy |
1,575
+265
| +20% | +$6.9K | 0.02% | 74 |
|
2022
Q2 | $43K | Sell |
1,310
-1,925
| -60% | -$63.2K | 0.02% | 67 |
|
2022
Q1 | $111K | Buy |
3,235
+25
| +0.8% | +$858 | 0.03% | 66 |
|
2021
Q4 | $97K | Hold |
3,210
| – | – | 0.03% | 66 |
|
2021
Q3 | $84K | Sell |
3,210
-90
| -3% | -$2.36K | 0.03% | 69 |
|
2021
Q2 | $118K | Hold |
3,300
| – | – | 0.03% | 69 |
|
2021
Q1 | $96K | Sell |
3,300
-260
| -7% | -$7.56K | 0.03% | 67 |
|
2020
Q4 | $92K | Buy |
+3,560
| New | +$92K | 0.04% | 64 |
|