Waters Parkerson & Co’s HSBC HSBC Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $390K | Hold | 
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| 
        
          
      
        2025
         Q2  | $334K | Hold | 
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| 
        
          
      
        2025
         Q1  | $316K | Hold | 
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| 
        
          
      
        2024
         Q4  | $272K | Hold | 
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| 
        
          
      
        2024
         Q3  | $249K | Hold | 
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| 
        
          
      
        2024
         Q2  | $239K | Hold | 
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| 
        
          
      
        2024
         Q1  | $216K | Sell | 
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| 
        
          
      
        2023
         Q4  | $232K | Buy | 
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| 
        
          
      
        2023
         Q3  | $217K | Hold | 
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| 
        
          
      
        2023
         Q2  | $218K | Buy | 
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| 
        
          
      
        2020
         Q2  | – | Sell | 
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| 
        
          
      
        2020
         Q1  | $202K | Buy | 
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| 
        
          
      
        2019
         Q4  | $243K | Hold | 
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| 
        
          
      
        2019
         Q3  | $238K | Hold | 
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| 
        
          
      
        2019
         Q2  | $259K | Sell | 
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| 
        
          
      
        2019
         Q1  | $252K | Sell | 
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| 
        
          
      
        2018
         Q4  | $255K | Sell | 
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| 
        
          
      
        2018
         Q3  | $273K | Sell | 
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| 
        
          
      
        2018
         Q2  | $293K | Sell | 
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| 
        
          
      
        2018
         Q1  | $296K | Sell | 
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| 
        
          
      
        2017
         Q4  | $321K | Sell | 
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| 
        
          
      
        2017
         Q3  | $353K | Hold | 
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| 
        
          
      
        2017
         Q2  | $332K | Sell | 
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| 
        
          
      
        2017
         Q1  | $292K | Hold | 
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| 
        
          
      
        2016
         Q4  | $287K | Hold | 
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| 
        
          
      
        2016
         Q3  | $269K | Sell | 
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| 
        
          
      
        2016
         Q2  | $224K | Buy | 
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| 
        
          
      
        2015
         Q3  | – | Sell | 
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| 
        
          
      
        2015
         Q2  | $209K | Buy | 
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| 
        
          
      
        2015
         Q1  | – | Sell | 
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| 
        
          
      
        2014
         Q4  | $258K | Hold | 
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| 
        
          
      
        2014
         Q3  | $278K | Hold | 
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| 
        
          
      
        2014
         Q2  | $278K | Hold | 
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| 
        
          
      
        2014
         Q1  | $278K | Hold | 
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| 
        
          
      
        2013
         Q4  | $302K | Hold | 
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| 
        
          
      
        2013
         Q3  | $297K | Buy | 
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| 
        
          
      
        2013
         Q2  | $235K | Buy | 
         |