Matthew Hamilton Rosenberg’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 | $213K | Hold |
2,578
| – | – | 0.04% | 200 |
|
|
2025
Q4 | $203K | Hold |
2,578
| – | – | 0.04% | 205 |
|
|
2025
Q3 | $183K | Hold |
2,578
| – | – | 0.04% | 223 |
|
|
2025
Q2 | $157K | Buy |
2,578
+132
| +5% | +$7.51K | 0.04% | 244 |
|
|
2025
Q1 | $140K | Buy |
2,446
+101
| +4% | +$5.52K | 0.04% | 248 |
|
|
2024
Q4 | $116K | Hold |
2,345
| – | – | 0.03% | 284 |
|
|
2024
Q3 | $106K | Hold |
2,345
| – | – | 0.03% | 318 |
|
|
2024
Q2 | $103K | Sell |
2,345
-297
| -11% | -$12.8K | 0.03% | 292 |
|
|
2024
Q1 | $104K | Hold |
2,642
| – | – | 0.03% | 308 |
|
|
2023
Q4 | $107K | Sell |
2,642
-399
| -13% | -$15.4K | 0.03% | 296 |
|
|
2023
Q3 | $120K | Hold |
3,041
| – | – | 0.04% | 255 |
|
|
2023
Q2 | $120K | Hold |
3,041
| – | – | 0.04% | 258 |
|
|
2023
Q1 | $104K | Sell |
3,041
-794
| -21% | -$28.5K | 0.03% | 303 |
|
|
2022
Q4 | $119K | Hold |
3,835
| – | – | 0.04% | 271 |
|
|
2022
Q3 | $100K | Hold |
3,835
| – | – | 0.04% | 287 |
|
|
2022
Q2 | $125K | Hold |
3,835
| – | – | 0.05% | 254 |
|
|
2022
Q1 | $131K | Hold |
3,835
| – | – | 0.05% | 264 |
|
|
2021
Q4 | $116K | Hold |
3,835
| – | – | 0.04% | 268 |
|
|
2021
Q3 | $100K | Hold |
3,835
| – | – | 0.04% | 281 |
|
|
2021
Q2 | $111K | Hold |
3,835
| – | – | 0.06% | 240 |
|
|
2021
Q1 | $112K | Buy |
3,835
+399
| +12% | +$11.4K | 0.06% | 226 |
|
|
2020
Q4 | $89K | Sell |
3,436
-2,101
| -38% | -$49.9K | 0.06% | 242 |
|
|
2020
Q3 | $108K | Sell |
5,537
-2,666
| -33% | -$58.5K | 0.08% | 189 |
|
|
2020
Q2 | $191K | Buy |
8,203
+5,975
| +268% | +$148K | 0.15% | 84 |
|
|
2020
Q1 | $63K | Buy |
+2,228
| New | +$77.4K | 0.06% | 225 |
|
Other funds holding HSBC
