Werba Rubin Papier 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
Q2 | $303K | Buy |
4,982
+379
| +8% | +$23K | 0.06% | 156 |
|
|
2025
Q1 | $264K | Sell |
4,603
-1,730
| -27% | -$99.4K | 0.06% | 148 |
|
|
2024
Q4 | $313K | Buy |
6,333
+693
| +12% | +$34.3K | 0.07% | 130 |
|
|
2024
Q3 | $255K | Sell |
5,640
-40
| -0.7% | -$1.81K | 0.06% | 144 |
|
|
2024
Q2 | $247K | Buy |
+5,680
| New | +$247K | 0.07% | 137 |
|
|
2024
Q1 | – | Sell |
-5,583
| Closed | -$226K | – | 156 |
|
|
2023
Q4 | $226K | Sell |
5,583
-960
| -15% | -$38.9K | 0.08% | 103 |
|
|
2023
Q3 | $258K | Buy |
+6,543
| New | +$258K | 0.09% | 96 |
|