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 | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $259K | Buy |  | |||||
| 2025 Q1 | – | Sell |  | |||||
| 2024 Q4 | $441K | Buy |  | |||||
| 2024 Q3 | – | Sell |  | |||||
| 2024 Q2 | $427K | Sell |  | |||||
| 2024 Q1 | $467K | Sell |  | |||||
| 2023 Q4 | $509K | Buy |  | |||||
| 2023 Q3 | $471K | Sell |  | |||||
| 2023 Q2 | $536K | Buy |  | |||||
| 2023 Q1 | $429K | Buy |  | |||||
| 2022 Q4 | $326K | Sell |  | |||||
| 2022 Q3 | $366K | Buy |  | |||||
| 2022 Q2 | $279K | Buy |  | |||||
| 2022 Q1 | $218K | Buy |  | |||||
| 2021 Q2 | – | Sell |  | |||||
| 2021 Q1 | $201K | Buy |  | |||||
| 2015 Q2 | – | Sell |  | |||||
| 2015 Q1 | $221K | Sell |  | |||||
| 2014 Q4 | $497K | Buy |  |