SPW
Sonoma Private Wealth’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
5,850
-212
| -3% | -$12.9K | 0.44% | 55 |
|
|
2025
Q1 | $348K | Sell |
6,062
-573
| -9% | -$32.9K | 0.48% | 53 |
|
|
2024
Q4 | $328K | Buy |
6,635
+250
| +4% | +$12.4K | 0.53% | 59 |
|
|
2024
Q3 | $289K | Sell |
6,385
-47
| -0.7% | -$2.12K | 0.45% | 77 |
|
|
2024
Q2 | $280K | Buy |
6,432
+136
| +2% | +$5.92K | 0.45% | 70 |
|
|
2024
Q1 | $248K | Buy |
+6,296
| New | +$248K | 0.4% | 80 |
|