Morningstar Investment Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $978K | Sell |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q3 | $975K | Buy |
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|
2023
Q2 | $916K | Buy |
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|
2023
Q1 | $747K | Buy |
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|
2022
Q4 | $660K | Sell |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $677K | Buy |
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|
2022
Q1 | $567K | Buy |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $342K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $219K | Sell |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $398K | Sell |
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|
2019
Q3 | $468K | Sell |
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|
2019
Q2 | $564K | Sell |
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|
2019
Q1 | $570K | Sell |
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|
2018
Q4 | $672K | Buy |
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|
2018
Q3 | $706K | Sell |
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|
2018
Q2 | $799K | Buy |
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|
2018
Q1 | $654K | Buy |
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|
2017
Q4 | $683K | Buy |
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|
2017
Q3 | $579K | Buy |
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|
2017
Q2 | $469K | Buy |
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|
2017
Q1 | $335K | Buy |
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|
2016
Q4 | $264K | Sell |
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|
2016
Q3 | $251K | Sell |
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|
2016
Q2 | $208K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $578K | Sell |
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|
2015
Q3 | $1.31M | Buy |
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|
2015
Q2 | $1.29M | Buy |
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|
2015
Q1 | $1.1M | Buy |
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|
2014
Q4 | $662K | Buy |
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|
2014
Q3 | $655K | Sell |
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|
2014
Q2 | $664K | Buy |
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|
2014
Q1 | $645K | Buy |
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|
2013
Q4 | $676K | Sell |
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|
2013
Q3 | $692K | Sell |
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|
2013
Q2 | $689K | Buy |
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