Ritholtz Wealth Management’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 | $8.07M | Sell |
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|
2025
Q1 | $7.91M | Sell |
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|
2024
Q4 | $6.98M | Buy |
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|
2024
Q3 | $5.68M | Buy |
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|
2024
Q2 | $4.41M | Buy |
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|
2024
Q1 | $2.83M | Buy |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.91M | Buy |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $831K | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $751K | Buy |
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|
2021
Q3 | $367K | Sell |
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|
2021
Q2 | $424K | Buy |
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|
2021
Q1 | $314K | Buy |
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