Vanguard Personalized Indexing Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Sell |
129,488
-1,363
| -1% | -$115K | 0.1% | 163 |
|
|
2025
Q4 | $10.3M | Buy |
130,851
+6,016
| +5% | +$430K | 0.1% | 164 |
|
|
2025
Q3 | $8.86M | Buy |
124,835
+7,196
| +6% | +$468K | 0.09% | 181 |
|
|
2025
Q2 | $7.15M | Buy |
117,639
+8,932
| +8% | +$508K | 0.08% | 208 |
|
|
2025
Q1 | $6.24M | Buy |
108,707
+12,028
| +12% | +$658K | 0.09% | 190 |
|
|
2024
Q4 | $4.78M | Buy |
96,679
+11,383
| +13% | +$528K | 0.07% | 224 |
|
|
2024
Q3 | $3.85M | Buy |
85,296
+4,023
| +5% | +$174K | 0.06% | 274 |
|
|
2024
Q2 | $3.54M | Buy |
81,273
+15,513
| +24% | +$668K | 0.07% | 256 |
|
|
2024
Q1 | $2.59M | Buy |
65,760
+10,882
| +20% | +$425K | 0.06% | 317 |
|
|
2023
Q4 | $2.22M | Sell |
54,878
-1,950
| -3% | -$75.5K | 0.06% | 317 |
|
|
2023
Q3 | $2.24M | Buy |
56,828
+2,955
| +5% | +$116K | 0.07% | 285 |
|
|
2023
Q2 | $2.13M | Buy |
53,873
+7,965
| +17% | +$297K | 0.07% | 295 |
|
|
2023
Q1 | $1.57M | Buy |
45,908
+4,927
| +12% | +$177K | 0.05% | 365 |
|
|
2022
Q4 | $1.28M | Sell |
40,981
-3,627
| -8% | -$103K | 0.05% | 414 |
|
|
2022
Q3 | $1.16M | Sell |
44,608
-2,569
| -5% | -$79.8K | 0.05% | 416 |
|
|
2022
Q2 | $1.54M | Buy |
47,177
+9,949
| +27% | +$323K | 0.07% | 271 |
|
|
2022
Q1 | $1.27M | Buy |
37,228
+15,280
| +70% | +$527K | 0.06% | 329 |
|
|
2021
Q4 | $662K | Buy |
21,948
+7,653
| +54% | +$223K | 0.04% | 585 |
|
|
2021
Q3 | $374K | Buy |
14,295
+1,747
| +14% | +$47.6K | 0.03% | 670 |
|
|
2021
Q2 | $362K | Buy |
12,548
+724
| +6% | +$22.1K | 0.04% | 651 |
|
|
2021
Q1 | $345K | Sell |
11,824
-1,133
| -9% | -$32.4K | 0.05% | 448 |
|
|
2020
Q4 | $336K | Buy |
+12,957
| New | +$308K | 0.07% | 327 |
|
Other funds holding HSBC
