Valeo Financial Advisors’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 | $629K | Buy |
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|
2025
Q1 | $564K | Buy |
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|
2024
Q4 | $431K | Hold |
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|
2024
Q3 | $394K | Hold |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $363K | Buy |
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|
2023
Q4 | $350K | Sell |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $54K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $9K | Buy |
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|
2019
Q3 | $8K | Sell |
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|
2019
Q2 | $12K | Sell |
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|
2019
Q1 | $11K | Sell |
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|
2018
Q4 | $15K | Sell |
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|
2018
Q3 | $16K | Buy |
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|
2018
Q2 | $16K | Buy |
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|
2018
Q1 | $16K | Buy |
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|
2017
Q4 | $16K | Buy |
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|
2017
Q3 | $15K | Buy |
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