TIM
Tortoise Investment Management’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4K | Hold |
418
| – | – | ﹤0.01% | 470 |
|
|
2025
Q1 | $24K | Hold |
418
| – | – | ﹤0.01% | 466 |
|
|
2024
Q4 | $20.7K | Hold |
418
| – | – | ﹤0.01% | 536 |
|
|
2024
Q3 | $18.9K | Sell |
418
-15
| -3% | -$678 | ﹤0.01% | 562 |
|
|
2024
Q2 | $18.8K | Hold |
433
| – | – | ﹤0.01% | 539 |
|
|
2024
Q1 | $17K | Hold |
433
| – | – | ﹤0.01% | 537 |
|
|
2023
Q4 | $17.6K | Hold |
433
| – | – | ﹤0.01% | 488 |
|
|
2023
Q3 | $17.1K | Hold |
433
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $17.2K | Hold |
433
| – | – | ﹤0.01% | 492 |
|
|
2023
Q1 | $14.8K | Hold |
433
| – | – | ﹤0.01% | 499 |
|
|
2022
Q4 | $13.5K | Hold |
433
| – | – | ﹤0.01% | 504 |
|
|
2022
Q3 | $11K | Buy |
433
+341
| +371% | +$8.66K | ﹤0.01% | 508 |
|
|
2022
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 643 |
|
|
2022
Q1 | $3K | Hold |
92
| – | – | ﹤0.01% | 612 |
|
|
2021
Q4 | $3K | Hold |
92
| – | – | ﹤0.01% | 582 |
|
|
2021
Q3 | $2K | Hold |
92
| – | – | ﹤0.01% | 581 |
|
|
2021
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 549 |
|
|
2021
Q1 | $3K | Buy |
92
+13
| +16% | +$424 | ﹤0.01% | 528 |
|
|
2020
Q4 | $2K | Hold |
79
| – | – | ﹤0.01% | 506 |
|
|
2020
Q3 | $2K | Hold |
79
| – | – | ﹤0.01% | 480 |
|
|
2020
Q2 | $2K | Hold |
79
| – | – | ﹤0.01% | 462 |
|
|
2020
Q1 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 481 |
|