Vestmark Advisory Solutions’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
+22,543
| New | +$1.37M | 0.02% | 442 |
|
|
2023
Q3 | – | Sell |
-8,794
| Closed | -$348K | – | 622 |
|
|
2023
Q2 | $348K | Sell |
8,794
-308
| -3% | -$12.2K | 0.01% | 674 |
|
|
2023
Q1 | $311K | Buy |
+9,102
| New | +$311K | 0.01% | 691 |
|
|
2022
Q3 | – | Sell |
-8,935
| Closed | -$292K | – | 839 |
|
|
2022
Q2 | $292K | Sell |
8,935
-333
| -4% | -$10.9K | 0.02% | 680 |
|
|
2022
Q1 | $317K | Buy |
+9,268
| New | +$317K | 0.02% | 703 |
|
|
2020
Q2 | – | Sell |
-14,117
| Closed | -$395K | – | 542 |
|
|
2020
Q1 | $395K | Sell |
14,117
-20,437
| -59% | -$572K | 0.08% | 302 |
|
|
2019
Q4 | $1.35M | Sell |
34,554
-594
| -2% | -$23.2K | 0.28% | 131 |
|
|
2019
Q3 | $1.35M | Sell |
35,148
-4,377
| -11% | -$167K | 0.22% | 144 |
|
|
2019
Q2 | $1.65M | Buy |
39,525
+3,265
| +9% | +$136K | 0.28% | 106 |
|
|
2019
Q1 | $1.45M | Buy |
+36,260
| New | +$1.45M | 0.26% | 118 |
|