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Ramirez Asset Management’s HSBC HSBC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-412
Closed -$23.7K 357
2025
Q1
$23.7K Sell
412
-120,486
-100% -$6.92M ﹤0.01% 325
2024
Q4
$5.98M Buy
120,898
+3,967
+3% +$196K 1.21% 20
2024
Q3
$5.28M Buy
116,931
+1,907
+2% +$86.2K 1.01% 26
2024
Q2
$5M Sell
115,024
-6,229
-5% -$271K 1.02% 28
2024
Q1
$4.77M Buy
121,253
+1,318
+1% +$51.9K 0.96% 26
2023
Q4
$4.86M Buy
119,935
+8,830
+8% +$358K 0.99% 23
2023
Q3
$4.38M Buy
+111,105
New +$4.38M 0.94% 25