Mission Wealth 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 | $557K | Buy |
9,162
+298
| +3% | +$18.1K | 0.01% | 426 |
|
|
2025
Q1 | $509K | Sell |
8,864
-298
| -3% | -$17.1K | 0.01% | 417 |
|
|
2024
Q4 | $453K | Buy |
9,162
+1,067
| +13% | +$52.8K | 0.01% | 427 |
|
|
2024
Q3 | $366K | Buy |
8,095
+147
| +2% | +$6.64K | 0.01% | 485 |
|
|
2024
Q2 | $346K | Buy |
7,948
+1,637
| +26% | +$71.2K | 0.01% | 479 |
|
|
2024
Q1 | $248K | Buy |
6,311
+1,115
| +21% | +$43.9K | 0.01% | 555 |
|
|
2023
Q4 | $211K | Buy |
+5,196
| New | +$211K | 0.01% | 517 |
|
|
2023
Q1 | – | Sell |
-7,629
| Closed | -$238K | – | 518 |
|
|
2022
Q4 | $238K | Buy |
+7,629
| New | +$238K | 0.01% | 440 |
|