Perigon Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
4,222
-467
| -10% | -$28.4K | 0.01% | 902 |
|
|
2025
Q1 | $269K | Sell |
4,689
-105
| -2% | -$6.03K | 0.01% | 853 |
|
|
2024
Q4 | $244K | Buy |
+4,794
| New | +$244K | 0.01% | 889 |
|
|
2024
Q3 | – | Sell |
-4,768
| Closed | -$207K | – | 1004 |
|
|
2024
Q2 | $207K | Buy |
+4,768
| New | +$207K | 0.01% | 803 |
|
|
2021
Q1 | – | Sell |
-832
| Closed | -$22K | – | 725 |
|
|
2020
Q4 | $22K | Buy |
+832
| New | +$22K | ﹤0.01% | 996 |
|
|
2018
Q2 | – | Sell |
-73
| Closed | -$3K | – | 407 |
|
|
2018
Q1 | $3K | Sell |
73
-1
| -1% | -$41 | ﹤0.01% | 578 |
|
|
2017
Q4 | $4K | Hold |
74
| – | – | ﹤0.01% | 548 |
|
|
2017
Q3 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 586 |
|
|
2016
Q3 | – | Sell |
-168
| Closed | -$5K | – | 620 |
|
|
2016
Q2 | $5K | Buy |
+168
| New | +$5K | ﹤0.01% | 397 |
|