MAI Capital Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.51M | Buy |
24,836
+3,113
| +14% | +$189K | 0.01% | 543 |
|
2025
Q1 | $1.25M | Buy |
21,723
+355
| +2% | +$20.4K | 0.01% | 557 |
|
2024
Q4 | $1.06M | Sell |
21,368
-197
| -0.9% | -$9.74K | 0.01% | 599 |
|
2024
Q3 | $975K | Sell |
21,565
-9,568
| -31% | -$432K | 0.01% | 554 |
|
2024
Q2 | $1.35M | Buy |
31,133
+1,539
| +5% | +$66.9K | 0.01% | 502 |
|
2024
Q1 | $1.16M | Buy |
29,594
+3,041
| +11% | +$120K | 0.01% | 510 |
|
2023
Q4 | $1.08M | Buy |
26,553
+264
| +1% | +$10.7K | 0.01% | 435 |
|
2023
Q3 | $1.04M | Sell |
26,289
-161
| -0.6% | -$6.35K | 0.02% | 420 |
|
2023
Q2 | $1.05M | Buy |
26,450
+479
| +2% | +$19K | 0.02% | 412 |
|
2023
Q1 | $886K | Buy |
25,971
+2,907
| +13% | +$99.2K | 0.01% | 449 |
|
2022
Q4 | $719K | Buy |
23,064
+3,564
| +18% | +$111K | 0.01% | 494 |
|
2022
Q3 | $508K | Buy |
+19,500
| New | +$508K | 0.01% | 531 |
|
2018
Q4 | – | Sell |
-4,964
| Closed | -$208K | – | 452 |
|
2018
Q3 | $208K | Sell |
4,964
-221
| -4% | -$9.26K | 0.01% | 439 |
|
2018
Q2 | $230K | Sell |
5,185
-243
| -4% | -$10.8K | 0.01% | 413 |
|
2018
Q1 | $241K | Buy |
5,428
+82
| +2% | +$3.64K | 0.01% | 386 |
|
2017
Q4 | $252K | Hold |
5,346
| – | – | 0.01% | 388 |
|
2017
Q3 | $241K | Hold |
5,346
| – | – | 0.01% | 376 |
|
2017
Q2 | $227K | Buy |
+5,346
| New | +$227K | 0.01% | 392 |
|