Sonoma Private Wealth’s HSBC HSBC Stock Holding History

Sonoma Private Wealth’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$356K	Sell
2025 Q1	$348K	Sell
2024 Q4	$328K	Buy
2024 Q3	$289K	Sell
2024 Q2	$280K	Buy
2024 Q1	$248K	Buy