Westover Capital Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
8,597
+447
| +5% | +$27.2K | 0.1% | 140 |
|
|
2025
Q1 | $468K | Buy |
8,150
+200
| +3% | +$11.5K | 0.1% | 148 |
|
|
2024
Q4 | $393K | Hold |
7,950
| – | – | 0.09% | 163 |
|
|
2024
Q3 | $359K | Buy |
7,950
+1,750
| +28% | +$79.1K | 0.07% | 183 |
|
|
2024
Q2 | $270K | Buy |
+6,200
| New | +$270K | 0.07% | 183 |
|
|
2021
Q3 | – | Sell |
-13,754
| Closed | -$397K | – | 177 |
|
|
2021
Q2 | $397K | Buy |
13,754
+2,495
| +22% | +$72K | 0.13% | 117 |
|
|
2021
Q1 | $328K | Buy |
+11,259
| New | +$328K | 0.11% | 125 |
|