West Family Investments’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
22,850
+11,110
| +95% | +$675K | 0.36% | 52 |
|
|
2025
Q1 | $674K | Sell |
11,740
-497
| -4% | -$28.5K | 0.25% | 81 |
|
|
2024
Q4 | $605K | Sell |
12,237
-207
| -2% | -$10.2K | 0.21% | 95 |
|
|
2024
Q3 | $562K | Sell |
12,444
-45,709
| -79% | -$2.07M | 0.19% | 110 |
|
|
2024
Q2 | $2.53M | Buy |
58,153
+1,169
| +2% | +$50.9K | 0.76% | 31 |
|
|
2024
Q1 | $2.24M | Buy |
56,984
+1,330
| +2% | +$52.3K | 0.7% | 34 |
|
|
2023
Q4 | $2.26M | Sell |
55,654
-3,853
| -6% | -$156K | 0.76% | 30 |
|
|
2023
Q3 | $2.35M | Buy |
59,507
+3,884
| +7% | +$153K | 0.82% | 28 |
|
|
2023
Q2 | $2.2M | Buy |
55,623
+5,623
| +11% | +$223K | 0.86% | 24 |
|
|
2023
Q1 | $1.71M | Sell |
50,000
-6,692
| -12% | -$228K | 0.68% | 33 |
|
|
2022
Q4 | $1.77M | Buy |
56,692
+2,408
| +4% | +$75K | 0.6% | 33 |
|
|
2022
Q3 | $1.42M | Sell |
54,284
-9,215
| -15% | -$240K | 0.59% | 33 |
|
|
2022
Q2 | $2.08M | Sell |
63,499
-380
| -0.6% | -$12.4K | 0.82% | 25 |
|
|
2022
Q1 | $2.19M | Buy |
63,879
+419
| +0.7% | +$14.3K | 0.62% | 27 |
|
|
2021
Q4 | $1.91M | Buy |
63,460
+8,841
| +16% | +$267K | 0.52% | 32 |
|
|
2021
Q3 | $1.43M | Sell |
54,619
-11,867
| -18% | -$310K | 0.37% | 45 |
|
|
2021
Q2 | $1.92M | Buy |
66,486
+16,216
| +32% | +$468K | 0.52% | 28 |
|
|
2021
Q1 | $1.47M | Buy |
50,270
+270
| +0.5% | +$7.87K | 0.53% | 58 |
|
|
2020
Q4 | $1.3K | Buy |
+50,000
| New | +$1.3K | 0.39% | 66 |
|