Private Trust Company’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.4K | Buy |
763
+592
| +346% | +$36K | ﹤0.01% | 1246 |
|
|
2025
Q1 | $9.82K | Buy |
+171
| New | +$9.82K | ﹤0.01% | 1804 |
|
|
2024
Q3 | – | Sell |
-158
| Closed | -$6.87K | – | 2320 |
|
|
2024
Q2 | $6.87K | Buy |
+158
| New | +$6.87K | ﹤0.01% | 1816 |
|
|
2014
Q4 | – | Sell |
-877
| Closed | -$38K | – | 683 |
|
|
2014
Q3 | $38K | Sell |
877
-134
| -13% | -$5.81K | 0.01% | 628 |
|
|
2014
Q2 | $44K | Sell |
1,011
-352
| -26% | -$15.3K | 0.01% | 590 |
|
|
2014
Q1 | $60K | Sell |
1,363
-1
| -0.1% | -$44 | 0.02% | 451 |
|
|
2013
Q4 | $65K | Buy |
1,364
+220
| +19% | +$10.5K | 0.03% | 406 |
|
|
2013
Q3 | $54K | Buy |
1,144
+72
| +7% | +$3.4K | 0.02% | 412 |
|
|
2013
Q2 | $48K | Buy |
+1,072
| New | +$48K | 0.02% | 416 |
|