Pinnacle Wealth Planning Services’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 | $680K | Buy |
|
|||||
|
2025
Q1 | $359K | Buy |
|
|||||
|
2024
Q4 | $287K | Sell |
|
|||||
|
2024
Q3 | $408K | Buy |
|
|||||
|
2024
Q2 | $393K | Buy |
|
|||||
|
2024
Q1 | $355K | Buy |
|
|||||
|
2023
Q4 | $361K | Buy |
|
|||||
|
2023
Q3 | $326K | Buy |
|
|||||
|
2023
Q2 | $309K | Buy |
|
|||||
|
2023
Q1 | $265K | Buy |
|
|||||
|
2022
Q4 | $241K | Sell |
|
|||||
|
2022
Q3 | $332K | Sell |
|
|||||
|
2022
Q2 | $431K | Buy |
|
|||||
|
2022
Q1 | $444K | Buy |
|
|||||
|
2021
Q4 | $264K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $223K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $156K | Buy |
|