Mitchell & Pahl Private Wealth’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
23,418
+462
| +2% | +$28.1K | 0.63% | 62 |
|
|
2025
Q1 | $1.32M | Sell |
22,956
-821
| -3% | -$47.2K | 0.61% | 59 |
|
|
2024
Q4 | $1.18M | Buy |
23,777
+1,159
| +5% | +$57.3K | 0.55% | 67 |
|
|
2024
Q3 | $1.02M | Buy |
22,618
+675
| +3% | +$30.5K | 0.48% | 78 |
|
|
2024
Q2 | $955K | Sell |
21,943
-242
| -1% | -$10.5K | 0.5% | 77 |
|
|
2024
Q1 | $873K | Buy |
22,185
+1,096
| +5% | +$43.1K | 0.46% | 81 |
|
|
2023
Q4 | $855K | Buy |
21,089
+36
| +0.2% | +$1.46K | 0.49% | 77 |
|
|
2023
Q3 | $831K | Buy |
21,053
+2,021
| +11% | +$79.7K | 0.49% | 74 |
|
|
2023
Q2 | $754K | Buy |
19,032
+1,299
| +7% | +$51.5K | 0.46% | 84 |
|
|
2023
Q1 | $605K | Buy |
17,733
+271
| +2% | +$9.25K | 0.38% | 97 |
|
|
2022
Q4 | $544K | Buy |
17,462
+3,992
| +30% | +$124K | 0.36% | 100 |
|
|
2022
Q3 | $351K | Buy |
13,470
+1,263
| +10% | +$32.9K | 0.26% | 117 |
|
|
2022
Q2 | $399K | Buy |
12,207
+1,412
| +13% | +$46.2K | 0.28% | 113 |
|
|
2022
Q1 | $369K | Buy |
10,795
+2,136
| +25% | +$73K | 0.23% | 121 |
|
|
2021
Q4 | $261K | Buy |
+8,659
| New | +$261K | 0.17% | 142 |
|
|
2021
Q3 | – | Sell |
-7,094
| Closed | -$205K | – | 161 |
|
|
2021
Q2 | $205K | Buy |
+7,094
| New | +$205K | 0.15% | 150 |
|