JWA
JFS Wealth Advisors’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
1,885
-421
| -18% | -$25.6K | 0.01% | 355 |
|
|
2025
Q1 | $132K | Hold |
2,306
| – | – | 0.01% | 341 |
|
|
2024
Q4 | $114K | Buy |
2,306
+36
| +2% | +$1.78K | 0.01% | 348 |
|
|
2024
Q3 | $103K | Buy |
2,270
+32
| +1% | +$1.45K | 0.01% | 362 |
|
|
2024
Q2 | $97.4K | Sell |
2,238
-19
| -0.8% | -$827 | 0.01% | 314 |
|
|
2024
Q1 | $88.8K | Sell |
2,257
-180
| -7% | -$7.09K | 0.01% | 337 |
|
|
2023
Q4 | $98.8K | Buy |
2,437
+1,571
| +181% | +$63.7K | 0.01% | 305 |
|
|
2023
Q3 | $34.2K | Hold |
866
| – | – | ﹤0.01% | 425 |
|
|
2023
Q2 | $34.3K | Buy |
866
+154
| +22% | +$6.1K | ﹤0.01% | 428 |
|
|
2023
Q1 | $24.3K | Buy |
712
+47
| +7% | +$1.6K | ﹤0.01% | 486 |
|
|
2022
Q4 | $20.7K | Buy |
665
+150
| +29% | +$4.67K | ﹤0.01% | 529 |
|
|
2022
Q3 | $13K | Sell |
515
-701
| -58% | -$17.7K | ﹤0.01% | 658 |
|
|
2022
Q2 | $40K | Buy |
1,216
+162
| +15% | +$5.33K | ﹤0.01% | 435 |
|
|
2022
Q1 | $36K | Buy |
1,054
+821
| +352% | +$28K | ﹤0.01% | 486 |
|
|
2021
Q4 | $7K | Buy |
+233
| New | +$7K | ﹤0.01% | 738 |
|
|
2020
Q1 | – | Sell |
-262
| Closed | -$10K | – | 530 |
|
|
2019
Q4 | $10K | Hold |
262
| – | – | ﹤0.01% | 372 |
|
|
2019
Q3 | $10K | Hold |
262
| – | – | ﹤0.01% | 370 |
|
|
2019
Q2 | $11K | Buy |
262
+6
| +2% | +$252 | ﹤0.01% | 361 |
|
|
2019
Q1 | $10K | Hold |
256
| – | – | ﹤0.01% | 355 |
|
|
2018
Q4 | $11K | Buy |
256
+99
| +63% | +$4.25K | ﹤0.01% | 340 |
|
|
2018
Q3 | $7K | Hold |
157
| – | – | ﹤0.01% | 435 |
|
|
2018
Q2 | $7K | Sell |
157
-103
| -40% | -$4.59K | ﹤0.01% | 392 |
|
|
2018
Q1 | $12K | Sell |
260
-109
| -30% | -$5.03K | ﹤0.01% | 358 |
|
|
2017
Q4 | $19K | Buy |
369
+103
| +39% | +$5.3K | ﹤0.01% | 336 |
|
|
2017
Q3 | $13K | Sell |
266
-1,423
| -84% | -$69.5K | ﹤0.01% | 355 |
|
|
2017
Q2 | $78K | Sell |
1,689
-8
| -0.5% | -$369 | 0.02% | 189 |
|
|
2017
Q1 | $68K | Hold |
1,697
| – | – | 0.02% | 199 |
|
|
2016
Q4 | $68K | Sell |
1,697
-20
| -1% | -$801 | 0.02% | 199 |
|
|
2016
Q3 | $65K | Buy |
1,717
+17
| +1% | +$644 | 0.02% | 212 |
|
|
2016
Q2 | $53K | Buy |
1,700
+61
| +4% | +$1.9K | 0.01% | 245 |
|
|
2016
Q1 | $51K | Hold |
1,639
| – | – | 0.02% | 237 |
|
|
2015
Q4 | $65K | Buy |
1,639
+3
| +0.2% | +$119 | 0.02% | 223 |
|
|
2015
Q3 | $62K | Buy |
1,636
+110
| +7% | +$4.17K | 0.03% | 191 |
|
|
2015
Q2 | $68K | Buy |
1,526
+3
| +0.2% | +$134 | 0.03% | 157 |
|
|
2015
Q1 | $65K | Buy |
1,523
+50
| +3% | +$2.13K | 0.03% | 159 |
|
|
2014
Q4 | $70K | Sell |
1,473
-7,166
| -83% | -$341K | 0.01% | 155 |
|
|
2014
Q3 | $148K | Buy |
8,639
+7,166
| +486% | +$123K | 0.03% | 97 |
|
|
2014
Q2 | $75K | Buy |
+1,473
| New | +$75K | 0.01% | 145 |
|