RWM
Ritholtz Wealth Management’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07M | Sell |
132,819
-4,978
| -4% | -$303K | 0.18% | 64 |
|
|
2025
Q1 | $7.91M | Sell |
137,797
-3,311
| -2% | -$190K | 0.24% | 59 |
|
|
2024
Q4 | $6.98M | Buy |
141,108
+15,510
| +12% | +$767K | 0.21% | 60 |
|
|
2024
Q3 | $5.68M | Buy |
125,598
+24,149
| +24% | +$1.09M | 0.17% | 72 |
|
|
2024
Q2 | $4.41M | Buy |
101,449
+29,637
| +41% | +$1.29M | 0.15% | 85 |
|
|
2024
Q1 | $2.83M | Buy |
71,812
+16,917
| +31% | +$666K | 0.1% | 139 |
|
|
2023
Q4 | $2.23M | Buy |
54,895
+6,539
| +14% | +$265K | 0.09% | 150 |
|
|
2023
Q3 | $1.91M | Buy |
48,356
+4,794
| +11% | +$189K | 0.09% | 150 |
|
|
2023
Q2 | $1.73M | Buy |
43,562
+5,547
| +15% | +$220K | 0.08% | 168 |
|
|
2023
Q1 | $1.3M | Buy |
38,015
+3,720
| +11% | +$127K | 0.06% | 199 |
|
|
2022
Q4 | $1.07M | Buy |
34,295
+2,422
| +8% | +$75.5K | 0.06% | 221 |
|
|
2022
Q3 | $831K | Sell |
31,873
-2,697
| -8% | -$70.3K | 0.04% | 283 |
|
|
2022
Q2 | $1.13M | Buy |
34,570
+3,876
| +13% | +$127K | 0.07% | 164 |
|
|
2022
Q1 | $1.05M | Buy |
30,694
+5,800
| +23% | +$198K | 0.07% | 175 |
|
|
2021
Q4 | $751K | Buy |
24,894
+10,854
| +77% | +$327K | 0.05% | 219 |
|
|
2021
Q3 | $367K | Sell |
14,040
-643
| -4% | -$16.8K | 0.03% | 333 |
|
|
2021
Q2 | $424K | Buy |
14,683
+3,924
| +36% | +$113K | 0.03% | 290 |
|
|
2021
Q1 | $314K | Buy |
+10,759
| New | +$314K | 0.03% | 295 |
|