SimplyRich’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Hold |
12,336
| – | – | 0.21% | 97 |
|
|
2025
Q1 | $708K | Buy |
12,336
+4
| +0% | +$230 | 0.2% | 99 |
|
|
2024
Q4 | $609K | Buy |
12,332
+812
| +7% | +$40.1K | 0.17% | 114 |
|
|
2024
Q3 | $520K | Buy |
11,520
+4,797
| +71% | +$217K | 0.15% | 132 |
|
|
2024
Q2 | $292K | Buy |
6,723
+216
| +3% | +$9.38K | 0.09% | 150 |
|
|
2024
Q1 | $257K | Buy |
6,507
+349
| +6% | +$13.8K | 0.08% | 164 |
|
|
2023
Q4 | $250K | Buy |
6,158
+98
| +2% | +$3.98K | 0.09% | 158 |
|
|
2023
Q3 | $239K | Buy |
6,060
+765
| +14% | +$30.2K | 0.12% | 132 |
|
|
2023
Q2 | $209K | Buy |
+5,295
| New | +$209K | 0.07% | 172 |
|
|
2020
Q1 | – | Sell |
-10,120
| Closed | -$394K | – | 135 |
|
|
2019
Q4 | $394K | Buy |
+10,120
| New | +$394K | 0.2% | 115 |
|
|
2018
Q3 | – | Sell |
-7,076
| Closed | -$314K | – | 162 |
|
|
2018
Q2 | $314K | Sell |
7,076
-72
| -1% | -$3.2K | 0.18% | 133 |
|
|
2018
Q1 | $318K | Sell |
7,148
-148
| -2% | -$6.58K | 0.18% | 138 |
|
|
2017
Q4 | $344K | Buy |
+7,296
| New | +$344K | 0.19% | 131 |
|