MAI Capital Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.74M | Sell |
21,038
-887
| -4% | -$75.1K | 0.01% | 612 |
|
|
2025
Q4 | $1.72M | Sell |
21,925
-165
| -0.7% | -$11.8K | 0.01% | 599 |
|
|
2025
Q3 | $1.57M | Sell |
22,090
-2,746
| -11% | -$179K | 0.01% | 591 |
|
|
2025
Q2 | $1.51M | Buy |
24,836
+3,113
| +14% | +$177K | 0.01% | 557 |
|
|
2025
Q1 | $1.25M | Buy |
21,723
+355
| +2% | +$19.4K | 0.01% | 569 |
|
|
2024
Q4 | $1.06M | Sell |
21,368
-197
| -0.9% | -$9.14K | 0.01% | 619 |
|
|
2024
Q3 | $975K | Sell |
21,565
-9,568
| -31% | -$415K | 0.01% | 573 |
|
|
2024
Q2 | $1.35M | Buy |
31,133
+1,539
| +5% | +$66.2K | 0.01% | 515 |
|
|
2024
Q1 | $1.16M | Buy |
29,594
+3,041
| +11% | +$119K | 0.01% | 526 |
|
|
2023
Q4 | $1.08M | Buy |
26,553
+264
| +1% | +$10.2K | 0.01% | 445 |
|
|
2023
Q3 | $1.04M | Sell |
26,289
-161
| -0.6% | -$6.34K | 0.02% | 429 |
|
|
2023
Q2 | $1.05M | Buy |
26,450
+479
| +2% | +$17.9K | 0.02% | 419 |
|
|
2023
Q1 | $886K | Buy |
25,971
+2,907
| +13% | +$104K | 0.01% | 458 |
|
|
2022
Q4 | $719K | Buy |
23,064
+3,564
| +18% | +$101K | 0.01% | 504 |
|
|
2022
Q3 | $508K | Buy |
+19,500
| New | +$606K | 0.01% | 549 |
|
|
2018
Q4 | – | Sell |
-4,964
| Closed | -$208K | – | 469 |
|
|
2018
Q3 | $208K | Sell |
4,964
-221
| -4% | -$9.58K | 0.01% | 447 |
|
|
2018
Q2 | $230K | Sell |
5,185
-243
| -4% | -$11.1K | 0.01% | 420 |
|
|
2018
Q1 | $241K | Buy |
5,428
+82
| +2% | +$3.9K | 0.01% | 391 |
|
|
2017
Q4 | $252K | Hold |
5,346
| – | – | 0.01% | 393 |
|
|
2017
Q3 | $241K | Hold |
5,346
| – | – | 0.01% | 381 |
|
|
2017
Q2 | $227K | Buy |
+5,346
| New | +$208K | 0.01% | 395 |
|
Other funds holding HSBC
