Summit Trail Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
+6,905
| New | +$420K | 0.01% | 795 |
|
|
2024
Q4 | – | Sell |
-6,266
| Closed | -$283K | – | 544 |
|
|
2024
Q3 | $283K | Sell |
6,266
-529
| -8% | -$23.9K | 0.01% | 559 |
|
|
2024
Q2 | $296K | Buy |
+6,795
| New | +$296K | 0.01% | 498 |
|
|
2018
Q2 | – | Sell |
-7,400
| Closed | -$335K | – | 553 |
|
|
2018
Q1 | $335K | Buy |
7,400
+68
| +0.9% | +$3.08K | 0.06% | 256 |
|
|
2017
Q4 | $372K | Buy |
+7,332
| New | +$372K | 0.05% | 276 |
|