Tradewinds Capital Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-25
| Closed | -$1.24K | – | 698 |
|
2024
Q4 | $1.24K | Buy |
+25
| New | +$1.24K | ﹤0.01% | 527 |
|
2017
Q4 | – | Sell |
-276
| Closed | -$12K | – | 714 |
|
2017
Q3 | $12K | Hold |
276
| – | – | 0.01% | 370 |
|
2017
Q2 | $12K | Sell |
276
-289
| -51% | -$12.6K | 0.01% | 370 |
|
2017
Q1 | $21K | Hold |
565
| – | – | 0.01% | 289 |
|
2016
Q4 | $20K | Sell |
565
-902
| -61% | -$31.9K | 0.01% | 290 |
|
2016
Q3 | $50K | Sell |
1,467
-185
| -11% | -$6.31K | 0.04% | 191 |
|
2016
Q2 | $46K | Hold |
1,652
| – | – | 0.03% | 207 |
|
2016
Q1 | $46K | Sell |
1,652
-198
| -11% | -$5.51K | 0.03% | 226 |
|
2015
Q4 | $65K | Sell |
1,850
-314
| -15% | -$11K | 0.05% | 188 |
|
2015
Q3 | $73K | Buy |
2,164
+161
| +8% | +$5.43K | 0.06% | 170 |
|
2015
Q2 | $80K | Buy |
2,003
+541
| +37% | +$21.6K | 0.06% | 174 |
|
2015
Q1 | $55K | Sell |
1,462
-390
| -21% | -$14.7K | 0.04% | 204 |
|
2014
Q4 | $75K | Hold |
1,852
| – | – | 0.05% | 169 |
|
2014
Q3 | $81K | Buy |
1,852
+356
| +24% | +$15.6K | 0.06% | 164 |
|
2014
Q2 | $65K | Sell |
1,496
-522
| -26% | -$22.7K | 0.05% | 193 |
|
2014
Q1 | $88K | Hold |
2,018
| – | – | 0.07% | 167 |
|
2013
Q4 | $96K | Buy |
+2,018
| New | +$96K | 0.08% | 158 |
|