JFS Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
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|
2025
Q1 | $132K | Hold |
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|
2024
Q4 | $114K | Buy |
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|
2024
Q3 | $103K | Buy |
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|
2024
Q2 | $97.4K | Sell |
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|
2024
Q1 | $88.8K | Sell |
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|
2023
Q4 | $98.8K | Buy |
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|
2023
Q3 | $34.2K | Hold |
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|
2023
Q2 | $34.3K | Buy |
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|
2023
Q1 | $24.3K | Buy |
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|
2022
Q4 | $20.7K | Buy |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $36K | Buy |
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|
2021
Q4 | $7K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $11K | Buy |
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|
2019
Q1 | $10K | Sell |
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|
2018
Q4 | $11K | Buy |
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|
2018
Q3 | $7K | Sell |
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|
2018
Q2 | $7K | Sell |
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|
2018
Q1 | $12K | Sell |
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|
2017
Q4 | $19K | Buy |
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|
2017
Q3 | $13K | Sell |
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|
2017
Q2 | $78K | Sell |
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|
2017
Q1 | $68K | Hold |
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|
2016
Q4 | $68K | Sell |
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|
2016
Q3 | $65K | Sell |
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|
2016
Q2 | $53K | Buy |
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|
2016
Q1 | $51K | Hold |
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|
2015
Q4 | $65K | Buy |
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|
2015
Q3 | $62K | Buy |
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|
2015
Q2 | $68K | Sell |
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|
2015
Q1 | $65K | Buy |
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|
2014
Q4 | $70K | Sell |
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|
2014
Q3 | $148K | Buy |
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|
2014
Q2 | $75K | Buy |
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