Pathstone Holdings
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Pathstone Holdings’s HSBC HSBC Stock Holding History

Pathstone Holdings’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.6M Buy
176,236
+9,308
+6% +$788K 0.06% 229
2025
Q4 		$13.1M Buy
166,928
+3,942
+2% +$282K 0.05% 254
2025
Q3 		$11.6M Buy
162,986
+3,833
+2% +$249K 0.04% 290
2025
Q2 		$9.67M Sell
159,153
-6,044
-4% -$344K 0.04% 338
2025
Q1 		$9.55M Buy
165,197
+1,387
+0.8% +$75.8K 0.04% 357
2024
Q4 		$8.1M Buy
163,810
+5,636
+4% +$261K 0.04% 387
2024
Q3 		$7.15M Sell
158,174
-41
-0% -$1.78K 0.03% 435
2024
Q2 		$6.88M Buy
158,215
+18,505
+13% +$796K 0.03% 423
2024
Q1 		$5.54M Buy
139,710
+34,424
+33% +$1.34M 0.03% 477
2023
Q4 		$4.28M Buy
+105,286
New +$4.08M 0.02% 472

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