OneDigital Investment Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $400K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $263K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $205K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $147K | Sell |
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|
2019
Q1 | $143K | Sell |
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|
2018
Q4 | $149K | Sell |
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|
2018
Q3 | $161K | Sell |
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|
2018
Q2 | $174K | Sell |
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|
2018
Q1 | $179K | Sell |
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|
2017
Q4 | $208K | Hold |
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|
2017
Q3 | $199K | Hold |
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|
2017
Q2 | $187K | Buy |
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