Pinnacle Wealth Planning Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
11,184
+4,930
| +79% | +$300K | 0.09% | 140 |
|
|
2025
Q1 | $359K | Buy |
6,254
+459
| +8% | +$26.4K | 0.05% | 223 |
|
|
2024
Q4 | $287K | Sell |
5,795
-3,234
| -36% | -$160K | 0.04% | 264 |
|
|
2024
Q3 | $408K | Buy |
9,029
+2
| +0% | +$90 | 0.06% | 228 |
|
|
2024
Q2 | $393K | Buy |
9,027
+3
| +0% | +$131 | 0.06% | 220 |
|
|
2024
Q1 | $355K | Buy |
9,024
+129
| +1% | +$5.08K | 0.05% | 258 |
|
|
2023
Q4 | $361K | Buy |
8,895
+639
| +8% | +$25.9K | 0.06% | 225 |
|
|
2023
Q3 | $326K | Buy |
8,256
+469
| +6% | +$18.5K | 0.05% | 238 |
|
|
2023
Q2 | $309K | Buy |
7,787
+17
| +0.2% | +$674 | 0.05% | 252 |
|
|
2023
Q1 | $265K | Buy |
7,770
+24
| +0.3% | +$819 | 0.04% | 297 |
|
|
2022
Q4 | $241K | Sell |
7,746
-4,965
| -39% | -$155K | 0.04% | 308 |
|
|
2022
Q3 | $332K | Sell |
12,711
-487
| -4% | -$12.7K | 0.06% | 209 |
|
|
2022
Q2 | $431K | Buy |
13,198
+212
| +2% | +$6.92K | 0.08% | 175 |
|
|
2022
Q1 | $444K | Buy |
12,986
+4,224
| +48% | +$144K | 0.08% | 184 |
|
|
2021
Q4 | $264K | Buy |
+8,762
| New | +$264K | 0.05% | 280 |
|
|
2021
Q3 | – | Sell |
-7,722
| Closed | -$223K | – | 391 |
|
|
2021
Q2 | $223K | Buy |
+7,722
| New | +$223K | 0.05% | 289 |
|
|
2021
Q1 | – | Sell |
-6,017
| Closed | -$156K | – | 1057 |
|
|
2020
Q4 | $156K | Buy |
+6,017
| New | +$156K | 0.04% | 333 |
|