McDonald Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
18,334
+625
| +4% | +$38K | 0.27% | 107 |
|
|
2025
Q1 | $1.02M | Sell |
17,709
-1,010
| -5% | -$58K | 0.27% | 107 |
|
|
2024
Q4 | $926K | Sell |
18,719
-209
| -1% | -$10.3K | 0.24% | 114 |
|
|
2024
Q3 | $855K | Sell |
18,928
-1,798
| -9% | -$81.3K | 0.21% | 121 |
|
|
2024
Q2 | $902K | Buy |
20,726
+1,211
| +6% | +$52.7K | 0.24% | 109 |
|
|
2024
Q1 | $768K | Hold |
19,515
| – | – | 0.21% | 123 |
|
|
2023
Q4 | $791K | Sell |
19,515
-555
| -3% | -$22.5K | 0.23% | 114 |
|
|
2023
Q3 | $792K | Buy |
20,070
+205
| +1% | +$8.09K | 0.26% | 110 |
|
|
2023
Q2 | $787K | Buy |
19,865
+889
| +5% | +$35.2K | 0.24% | 116 |
|
|
2023
Q1 | $648K | Sell |
18,976
-505
| -3% | -$17.2K | 0.21% | 132 |
|
|
2022
Q4 | $607K | Sell |
19,481
-2,075
| -10% | -$64.7K | 0.21% | 132 |
|
|
2022
Q3 | $562K | Buy |
21,556
+176
| +0.8% | +$4.59K | 0.21% | 123 |
|
|
2022
Q2 | $698K | Buy |
21,380
+17
| +0.1% | +$555 | 0.18% | 151 |
|
|
2022
Q1 | $731K | Buy |
+21,363
| New | +$731K | 0.16% | 163 |
|
|
2021
Q4 | – | Sell |
-7,838
| Closed | -$205K | – | 622 |
|
|
2021
Q3 | $205K | Buy |
7,838
+705
| +10% | +$18.4K | 0.05% | 282 |
|
|
2021
Q2 | $206K | Buy |
7,133
+244
| +4% | +$7.05K | 0.05% | 291 |
|
|
2021
Q1 | $201K | Buy |
+6,889
| New | +$201K | 0.05% | 280 |
|