PP
PDS Planning’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
16,540
+1,239
| +8% | +$75.3K | 0.07% | 128 |
|
|
2025
Q1 | $879K | Buy |
15,301
+1,079
| +8% | +$62K | 0.07% | 116 |
|
|
2024
Q4 | $703K | Sell |
14,222
-261
| -2% | -$12.9K | 0.06% | 138 |
|
|
2024
Q3 | $654K | Buy |
14,483
+71
| +0.5% | +$3.21K | 0.06% | 148 |
|
|
2024
Q2 | $627K | Buy |
14,412
+1,077
| +8% | +$46.9K | 0.06% | 133 |
|
|
2024
Q1 | $525K | Buy |
13,335
+312
| +2% | +$12.3K | 0.06% | 154 |
|
|
2023
Q4 | $528K | Buy |
13,023
+494
| +4% | +$20K | 0.06% | 141 |
|
|
2023
Q3 | $494K | Buy |
12,529
+611
| +5% | +$24.1K | 0.06% | 134 |
|
|
2023
Q2 | $472K | Buy |
11,918
+712
| +6% | +$28.2K | 0.06% | 144 |
|
|
2023
Q1 | $382K | Buy |
+11,206
| New | +$382K | 0.05% | 152 |
|
|
2022
Q4 | – | Sell |
-8,006
| Closed | -$209K | – | 230 |
|
|
2022
Q3 | $209K | Sell |
8,006
-1,070
| -12% | -$27.9K | 0.04% | 177 |
|
|
2022
Q2 | $297K | Buy |
+9,076
| New | +$297K | 0.05% | 142 |
|