Summit Trail Advisors’s HSBC HSBC Stock Holding History

Summit Trail Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$542K	Buy
2025 Q2	$420K	Buy
2024 Q4	–	Sell
2024 Q3	$283K	Sell
2024 Q2	$296K	Buy
2018 Q2	–	Sell
2018 Q1	$335K	Buy
2017 Q4	$372K	Buy