Plante Moran Financial Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Sell |
219
-385
| -64% | -$23.4K | ﹤0.01% | 528 |
|
|
2025
Q1 | $34.7K | Hold |
604
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $29.9K | Hold |
604
| – | – | ﹤0.01% | 427 |
|
|
2024
Q3 | $27.3K | Hold |
604
| – | – | ﹤0.01% | 478 |
|
|
2024
Q2 | $26.3K | Hold |
604
| – | – | ﹤0.01% | 435 |
|
|
2024
Q1 | $23.8K | Buy |
604
+385
| +176% | +$15.2K | ﹤0.01% | 478 |
|
|
2023
Q4 | $8.88K | Hold |
219
| – | – | ﹤0.01% | 566 |
|
|
2023
Q3 | $8.64K | Hold |
219
| – | – | ﹤0.01% | 547 |
|
|
2023
Q2 | $8.68K | Hold |
219
| – | – | ﹤0.01% | 568 |
|
|
2023
Q1 | $7.47K | Hold |
219
| – | – | ﹤0.01% | 601 |
|
|
2022
Q4 | $6.82K | Hold |
219
| – | – | ﹤0.01% | 632 |
|
|
2022
Q3 | $6K | Hold |
219
| – | – | ﹤0.01% | 659 |
|
|
2022
Q2 | $7K | Hold |
219
| – | – | ﹤0.01% | 659 |
|
|
2022
Q1 | $7K | Hold |
219
| – | – | ﹤0.01% | 638 |
|
|
2021
Q4 | $7K | Hold |
219
| – | – | ﹤0.01% | 755 |
|
|
2021
Q3 | $6K | Hold |
219
| – | – | ﹤0.01% | 760 |
|
|
2021
Q2 | $6K | Hold |
219
| – | – | ﹤0.01% | 756 |
|
|
2021
Q1 | $6K | Hold |
219
| – | – | ﹤0.01% | 747 |
|
|
2020
Q4 | $6K | Hold |
219
| – | – | ﹤0.01% | 683 |
|
|
2020
Q3 | $4K | Hold |
219
| – | – | ﹤0.01% | 714 |
|
|
2020
Q2 | $5K | Buy |
+219
| New | +$5K | ﹤0.01% | 593 |
|
|
2019
Q4 | – | Sell |
-224
| Closed | -$9K | – | 810 |
|
|
2019
Q3 | $9K | Buy |
224
+91
| +68% | +$3.66K | ﹤0.01% | 608 |
|
|
2019
Q2 | $6K | Sell |
133
-30
| -18% | -$1.35K | ﹤0.01% | 623 |
|
|
2019
Q1 | $7K | Sell |
163
-97
| -37% | -$4.17K | ﹤0.01% | 593 |
|
|
2018
Q4 | $10K | Buy |
260
+95
| +58% | +$3.65K | ﹤0.01% | 500 |
|
|
2018
Q3 | $7K | Sell |
165
-521
| -76% | -$22.1K | ﹤0.01% | 547 |
|
|
2018
Q2 | $30K | Sell |
686
-2,015
| -75% | -$88.1K | 0.02% | 417 |
|
|
2018
Q1 | $120K | Buy |
2,701
+529
| +24% | +$23.5K | 0.07% | 208 |
|
|
2017
Q4 | $103K | Buy |
2,172
+1,028
| +90% | +$48.8K | 0.06% | 215 |
|
|
2017
Q3 | $52K | Hold |
1,144
| – | – | 0.03% | 297 |
|
|
2017
Q2 | $48K | Buy |
1,144
+565
| +98% | +$23.7K | 0.03% | 325 |
|
|
2017
Q1 | $21K | Buy |
+579
| New | +$21K | 0.01% | 472 |
|
|
2016
Q1 | – | Sell |
-378
| Closed | -$13K | – | 937 |
|
|
2015
Q4 | $13K | Buy |
+378
| New | +$13K | 0.01% | 524 |
|
|
2014
Q2 | – | Sell |
-178
| Closed | -$8K | – | 839 |
|
|
2014
Q1 | $8K | Sell |
178
-2,391
| -93% | -$107K | 0.01% | 405 |
|
|
2013
Q4 | $122K | Buy |
2,569
+637
| +33% | +$30.3K | 0.07% | 130 |
|
|
2013
Q3 | $90K | Buy |
+1,932
| New | +$90K | 0.06% | 126 |
|