PDS Planning’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $879K | Buy |
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|
2024
Q4 | $703K | Sell |
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|
2024
Q3 | $654K | Buy |
|
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|
2024
Q2 | $627K | Buy |
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|
2024
Q1 | $525K | Buy |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $494K | Buy |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $297K | Buy |
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