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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $592K | Buy |
6,221
+85
| +1% | +$7.76K | 0.01% | 408 |
|
|
2026
Q1 | $506K | Sell |
6,136
-4,970
| -45% | -$421K | 0.01% | 408 |
|
|
2025
Q4 | $874K | Buy |
11,106
+74
| +0.7% | +$5.29K | 0.02% | 329 |
|
|
2025
Q3 | $783K | Buy |
11,032
+687
| +7% | +$44.7K | 0.02% | 365 |
|
|
2025
Q2 | $629K | Buy |
10,345
+527
| +5% | +$30K | 0.02% | 400 |
|
|
2025
Q1 | $564K | Buy |
9,818
+1,105
| +13% | +$60.4K | 0.02% | 388 |
|
|
2024
Q4 | $431K | Hold |
8,713
| – | – | 0.01% | 447 |
|
|
2024
Q3 | $394K | Hold |
8,713
| – | – | 0.01% | 465 |
|
|
2024
Q2 | $379K | Hold |
8,713
| – | – | 0.01% | 460 |
|
|
2024
Q1 | $363K | Buy |
8,713
+73
| +0.8% | +$2.85K | 0.01% | 449 |
|
|
2023
Q4 | $350K | Sell |
8,640
-815
| -9% | -$31.6K | 0.01% | 447 |
|
|
2023
Q3 | $373K | Sell |
9,455
-628
| -6% | -$24.7K | 0.02% | 402 |
|
|
2023
Q2 | $399K | Buy |
10,083
+426
| +4% | +$15.9K | 0.02% | 360 |
|
|
2023
Q1 | $330K | Buy |
+9,657
| New | +$347K | 0.02% | 418 |
|
|
2022
Q3 | – | Sell |
-1,638
| Closed | -$54K | – | 521 |
|
|
2022
Q2 | $54K | Buy |
+1,638
| New | +$53.1K | ﹤0.01% | 472 |
|
|
2020
Q3 | – | Sell |
-35
| Closed | -$1K | – | 1832 |
|
|
2020
Q2 | $1K | Sell |
35
-37
| -51% | -$919 | ﹤0.01% | 1886 |
|
|
2020
Q1 | $2K | Sell |
72
-156
| -68% | -$5.42K | ﹤0.01% | 1531 |
|
|
2019
Q4 | $9K | Buy |
228
+10
| +5% | +$379 | ﹤0.01% | 1137 |
|
|
2019
Q3 | $8K | Sell |
218
-64
| -23% | -$2.48K | ﹤0.01% | 1083 |
|
|
2019
Q2 | $12K | Sell |
282
-3
| -1% | -$126 | ﹤0.01% | 974 |
|
|
2019
Q1 | $11K | Sell |
285
-88
| -24% | -$3.55K | ﹤0.01% | 938 |
|
|
2018
Q4 | $15K | Sell |
373
-29
| -7% | -$1.16K | ﹤0.01% | 783 |
|
|
2018
Q3 | $16K | Buy |
402
+42
| +12% | +$1.82K | ﹤0.01% | 841 |
|
|
2018
Q2 | $16K | Buy |
360
+2
| +0.6% | +$92 | ﹤0.01% | 820 |
|
|
2018
Q1 | $16K | Buy |
358
+10
| +3% | +$476 | ﹤0.01% | 785 |
|
|
2017
Q4 | $16K | Buy |
348
+20
| +6% | +$904 | ﹤0.01% | 721 |
|
|
2017
Q3 | $15K | Buy |
+328
| New | +$14.5K | ﹤0.01% | 615 |
|
Other funds holding HSBC
QCM
GI
GIC
DC
FIC
MPPW
VCM
FCMA
GI
HJIM