Northwestern Mutual Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.85M | Sell |
70,960
-3,418
| -5% | -$289K | ﹤0.01% | 756 |
|
|
2025
Q4 | $5.85M | Buy |
74,378
+8,100
| +12% | +$579K | ﹤0.01% | 720 |
|
|
2025
Q3 | $4.7M | Buy |
66,278
+7,060
| +12% | +$459K | ﹤0.01% | 755 |
|
|
2025
Q2 | $3.6M | Sell |
59,218
-4,293
| -7% | -$244K | ﹤0.01% | 778 |
|
|
2025
Q1 | $3.65M | Buy |
63,511
+12,731
| +25% | +$696K | ﹤0.01% | 745 |
|
|
2024
Q4 | $2.51M | Buy |
50,780
+863
| +2% | +$40K | ﹤0.01% | 795 |
|
|
2024
Q3 | $2.26M | Sell |
49,917
-312
| -0.6% | -$13.5K | ﹤0.01% | 818 |
|
|
2024
Q2 | $2.18M | Sell |
50,229
-2,031
| -4% | -$87.4K | ﹤0.01% | 787 |
|
|
2024
Q1 | $2.06M | Buy |
52,260
+1,708
| +3% | +$66.7K | ﹤0.01% | 791 |
|
|
2023
Q4 | $2.05M | Buy |
50,552
+2,013
| +4% | +$77.9K | ﹤0.01% | 757 |
|
|
2023
Q3 | $1.92M | Buy |
48,539
+2,174
| +5% | +$85.7K | ﹤0.01% | 740 |
|
|
2023
Q2 | $1.84M | Sell |
46,365
-3,311
| -7% | -$124K | ﹤0.01% | 733 |
|
|
2023
Q1 | $1.7M | Buy |
49,676
+4,960
| +11% | +$178K | ﹤0.01% | 738 |
|
|
2022
Q4 | $1.39M | Buy |
44,716
+2,380
| +6% | +$67.5K | ﹤0.01% | 769 |
|
|
2022
Q3 | $1.1M | Sell |
42,336
-17,972
| -30% | -$559K | ﹤0.01% | 797 |
|
|
2022
Q2 | $1.97M | Sell |
60,308
-8,939
| -13% | -$290K | ﹤0.01% | 627 |
|
|
2022
Q1 | $2.37M | Buy |
69,247
+19,496
| +39% | +$672K | ﹤0.01% | 604 |
|
|
2021
Q4 | $1.5M | Buy |
49,751
+14,636
| +42% | +$427K | ﹤0.01% | 686 |
|
|
2021
Q3 | $919K | Buy |
35,115
+8,385
| +31% | +$228K | ﹤0.01% | 785 |
|
|
2021
Q2 | $771K | Buy |
26,730
+3,828
| +17% | +$117K | ﹤0.01% | 833 |
|
|
2021
Q1 | $668K | Buy |
22,902
+5,533
| +32% | +$158K | ﹤0.01% | 831 |
|
|
2020
Q4 | $450K | Buy |
17,369
+1,865
| +12% | +$44.3K | ﹤0.01% | 864 |
|
|
2020
Q3 | $304K | Sell |
15,504
-37
| -0.2% | -$811 | ﹤0.01% | 894 |
|
|
2020
Q2 | $362K | Buy |
15,541
+4,669
| +43% | +$116K | ﹤0.01% | 788 |
|
|
2020
Q1 | $305K | Buy |
10,872
+2,385
| +28% | +$82.8K | ﹤0.01% | 767 |
|
|
2019
Q4 | $331K | Sell |
8,487
-1,309
| -13% | -$49.6K | ﹤0.01% | 784 |
|
|
2019
Q3 | $374K | Sell |
9,796
-748
| -7% | -$29K | ﹤0.01% | 706 |
|
|
2019
Q2 | $441K | Buy |
10,544
+2,120
| +25% | +$88.8K | ﹤0.01% | 665 |
|
|
2019
Q1 | $338K | Sell |
8,424
-863
| -9% | -$34.8K | ﹤0.01% | 714 |
|
|
2018
Q4 | $368K | Sell |
9,287
-2,223
| -19% | -$89K | ﹤0.01% | 639 |
|
|
2018
Q3 | $483K | Buy |
11,510
+2,462
| +27% | +$107K | ﹤0.01% | 576 |
|
|
2018
Q2 | $402K | Buy |
9,048
+1,326
| +17% | +$60.8K | ﹤0.01% | 584 |
|
|
2018
Q1 | $343K | Buy |
7,722
+18
| +0.2% | +$857 | ﹤0.01% | 598 |
|
|
2017
Q4 | $363K | Buy |
7,704
+504
| +7% | +$22.8K | ﹤0.01% | 577 |
|
|
2017
Q3 | $325K | Sell |
7,200
-89,462
| -93% | -$3.96M | ﹤0.01% | 574 |
|
|
2017
Q2 | $4.1M | Sell |
96,662
-5,766
| -6% | -$224K | 0.03% | 204 |
|
|
2017
Q1 | $3.78M | Sell |
102,428
-509
| -0.5% | -$19.1K | 0.03% | 202 |
|
|
2016
Q4 | $3.74M | Buy |
+102,937
| New | +$3.65M | 0.04% | 191 |
|
|
2016
Q3 | – | Sell |
-3,000
| Closed | -$83K | – | 766 |
|
|
2016
Q2 | $83K | Sell |
3,000
-529
| -15% | -$15K | ﹤0.01% | 782 |
|
|
2016
Q1 | $97K | Buy |
3,529
+368
| +12% | +$10.9K | ﹤0.01% | 707 |
|
|
2015
Q4 | $111K | Sell |
3,161
-1,244
| -28% | -$43.9K | ﹤0.01% | 610 |
|
|
2015
Q3 | $149K | Buy |
4,405
+1,644
| +60% | +$61.5K | ﹤0.01% | 528 |
|
|
2015
Q2 | $110K | Sell |
2,761
-458
| -14% | -$19.1K | ﹤0.01% | 528 |
|
|
2015
Q1 | $121K | Sell |
3,219
-469
| -13% | -$18.3K | ﹤0.01% | 506 |
|
|
2014
Q4 | $150K | Buy |
3,688
+362
| +11% | +$15.4K | ﹤0.01% | 458 |
|
|
2014
Q3 | $146K | Buy |
3,326
+709
| +27% | +$32.3K | 0.01% | 451 |
|
|
2014
Q2 | $115K | Buy |
2,617
+468
| +22% | +$20.9K | ﹤0.01% | 470 |
|
|
2014
Q1 | $94K | Buy |
2,149
+103
| +5% | +$4.67K | ﹤0.01% | 502 |
|
|
2013
Q4 | $97K | Buy |
2,046
+710
| +53% | +$33.6K | ﹤0.01% | 489 |
|
|
2013
Q3 | $62K | Sell |
1,336
-1
| -0.1% | -$47 | ﹤0.01% | 540 |
|
|
2013
Q2 | $60K | Buy |
+1,337
| New | +$62.6K | ﹤0.01% | 525 |
|
Other funds holding HSBC
