NewEdge Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
26,201
+6,638
| +34% | +$404K | 0.01% | 1044 |
|
|
2025
Q1 | $1.12M | Sell |
19,563
-1,038
| -5% | -$59.6K | 0.01% | 1120 |
|
|
2024
Q4 | $1.02M | Buy |
20,601
+8,249
| +67% | +$408K | 0.01% | 1152 |
|
|
2024
Q3 | $558K | Buy |
12,352
+163
| +1% | +$7.37K | ﹤0.01% | 1417 |
|
|
2024
Q2 | $530K | Buy |
12,189
+8,692
| +249% | +$378K | ﹤0.01% | 1383 |
|
|
2024
Q1 | $138K | Sell |
3,497
-10,945
| -76% | -$431K | ﹤0.01% | 1960 |
|
|
2023
Q4 | $559K | Buy |
14,442
+12,846
| +805% | +$498K | 0.01% | 1226 |
|
|
2023
Q3 | $63K | Sell |
1,596
-93
| -6% | -$3.67K | ﹤0.01% | 2018 |
|
|
2023
Q2 | $66.9K | Buy |
1,689
+1,610
| +2,038% | +$63.8K | ﹤0.01% | 1994 |
|
|
2023
Q1 | $2.7K | Sell |
79
-1,840
| -96% | -$62.8K | ﹤0.01% | 2966 |
|
|
2022
Q4 | $30.7K | Buy |
+1,919
| New | +$30.7K | ﹤0.01% | 1949 |
|
|
2017
Q3 | – | Sell |
-530
| Closed | -$23.1K | – | 693 |
|
|
2017
Q2 | $23.1K | Buy |
+530
| New | +$23.1K | ﹤0.01% | 700 |
|