Waverly Advisors’s HSBC HSBC Stock Holding History

Waverly Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$215K	Buy
2015 Q4	–	Sell
2015 Q3	$3K	Hold
2015 Q2	$4K	Buy
2014 Q4	–	Sell
2014 Q3	$24K	Hold
2014 Q2	$24K	Sell
2014 Q1	$24K	Sell
2013 Q4	$30K	Buy
2013 Q3	$8K	Buy