SVB Wealth’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $227K | Buy |
2,746
+78
| +3% | +$6.61K | 0.01% | 359 |
|
|
2025
Q4 | $210K | Buy |
+2,668
| New | +$191K | 0.01% | 385 |
|
|
2025
Q3 | – | Sell |
-4,256
| Closed | -$259K | – | 413 |
|
|
2025
Q2 | $259K | Buy |
+4,256
| New | +$242K | 0.01% | 383 |
|
|
2025
Q1 | – | Sell |
-8,913
| Closed | -$441K | – | 1612 |
|
|
2024
Q4 | $441K | Buy |
+8,913
| New | +$413K | 0.01% | 448 |
|
|
2024
Q3 | – | Sell |
-9,826
| Closed | -$427K | – | 273 |
|
|
2024
Q2 | $427K | Sell |
9,826
-2,041
| -17% | -$87.8K | 0.01% | 459 |
|
|
2024
Q1 | $467K | Sell |
11,867
-692
| -6% | -$27K | 0.01% | 495 |
|
|
2023
Q4 | $509K | Buy |
12,559
+611
| +5% | +$23.7K | 0.01% | 470 |
|
|
2023
Q3 | $471K | Sell |
11,948
-1,571
| -12% | -$61.9K | 0.01% | 474 |
|
|
2023
Q2 | $536K | Buy |
13,519
+956
| +8% | +$35.7K | 0.01% | 468 |
|
|
2023
Q1 | $429K | Buy |
12,563
+2,108
| +20% | +$75.6K | 0.01% | 585 |
|
|
2022
Q4 | $326K | Sell |
10,455
-3,590
| -26% | -$102K | ﹤0.01% | 715 |
|
|
2022
Q3 | $366K | Buy |
14,045
+5,530
| +65% | +$172K | 0.01% | 609 |
|
|
2022
Q2 | $279K | Buy |
8,515
+2,120
| +33% | +$68.8K | ﹤0.01% | 590 |
|
|
2022
Q1 | $218K | Buy |
+6,395
| New | +$221K | ﹤0.01% | 678 |
|
|
2021
Q2 | – | Sell |
-6,874
| Closed | -$201K | – | 1004 |
|
|
2021
Q1 | $201K | Buy |
+6,874
| New | +$197K | ﹤0.01% | 831 |
|
|
2015
Q2 | – | Sell |
-5,886
| Closed | -$221K | – | 571 |
|
|
2015
Q1 | $221K | Sell |
5,886
-6,329
| -52% | -$247K | 0.01% | 515 |
|
|
2014
Q4 | $497K | Buy |
+12,215
| New | +$521K | 0.02% | 408 |
|
Other funds holding HSBC
