Naviter 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 | $5.11M | Buy |
84,074
+2,560
| +3% | +$156K | 0.63% | 30 |
|
|
2025
Q1 | $4.85M | Buy |
81,514
+436
| +0.5% | +$26K | 0.59% | 37 |
|
|
2024
Q4 | $4.01M | Sell |
81,078
-12,255
| -13% | -$606K | 0.48% | 46 |
|
|
2024
Q3 | $4.22M | Buy |
93,333
+2,525
| +3% | +$114K | 0.59% | 41 |
|
|
2024
Q2 | $3.95M | Buy |
90,808
+4,404
| +5% | +$192K | 0.59% | 38 |
|
|
2024
Q1 | $3.53M | Buy |
86,404
+20,856
| +32% | +$851K | 0.58% | 38 |
|
|
2023
Q4 | $2.66M | Buy |
65,548
+13,787
| +27% | +$559K | 0.53% | 42 |
|
|
2023
Q3 | $2.04M | Buy |
51,761
+3,661
| +8% | +$144K | 0.49% | 44 |
|
|
2023
Q2 | $1.91M | Buy |
48,100
+5,320
| +12% | +$211K | 0.48% | 44 |
|
|
2023
Q1 | $1.51M | Sell |
42,780
-239
| -0.6% | -$8.43K | 0.53% | 43 |
|
|
2022
Q4 | $1.58M | Buy |
43,019
+4,612
| +12% | +$169K | 0.43% | 49 |
|
|
2022
Q3 | $1M | Buy |
38,407
+3,167
| +9% | +$82.5K | 0.41% | 53 |
|
|
2022
Q2 | $1.15M | Buy |
+35,240
| New | +$1.15M | 0.47% | 40 |
|