Venturi Wealth 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	-571	Closed	-$28.2K	–	1147
2024 Q4	$28.2K	Buy	571 +210	+58%	+$10.4K	﹤0.01%	1181
2024 Q3	$16.3K	Buy	361 +247	+217%	+$11.2K	﹤0.01%	1071
2024 Q2	$4.96K	Buy	+114	New	+$4.96K	﹤0.01%	1237