WealthTrust Axiom’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
4,075
| – | – | 0.07% | 209 |
|
|
2025
Q1 | $234K | Hold |
4,075
| – | – | 0.07% | 217 |
|
|
2024
Q4 | $202K | Buy |
+4,075
| New | +$202K | 0.06% | 232 |
|
|
2023
Q3 | – | Sell |
-5,705
| Closed | -$226K | – | 247 |
|
|
2023
Q2 | $226K | Buy |
+5,705
| New | +$226K | 0.08% | 209 |
|
|
2020
Q1 | – | Sell |
-5,882
| Closed | -$229K | – | 211 |
|
|
2019
Q4 | $229K | Hold |
5,882
| – | – | 0.08% | 182 |
|
|
2019
Q3 | $225K | Hold |
5,882
| – | – | 0.08% | 186 |
|
|
2019
Q2 | $245K | Sell |
5,882
-70
| -1% | -$2.92K | 0.09% | 179 |
|
|
2019
Q1 | $238K | Sell |
5,952
-149
| -2% | -$5.96K | 0.08% | 180 |
|
|
2018
Q4 | $241K | Sell |
6,101
-73
| -1% | -$2.88K | 0.1% | 162 |
|
|
2018
Q3 | $258K | Sell |
6,174
-69
| -1% | -$2.88K | 0.09% | 178 |
|
|
2018
Q2 | $277K | Sell |
6,243
-63
| -1% | -$2.8K | 0.1% | 173 |
|
|
2018
Q1 | $280K | Buy |
+6,306
| New | +$280K | 0.1% | 172 |
|