WhitTier Trust Company’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-110
| Closed | -$4.79K | – | 1357 |
|
|
2024
Q2 | $4.79K | Hold |
110
| – | – | ﹤0.01% | 1074 |
|
|
2024
Q1 | $4.33K | Hold |
110
| – | – | ﹤0.01% | 1052 |
|
|
2023
Q4 | $4.46K | Hold |
110
| – | – | ﹤0.01% | 1051 |
|
|
2023
Q3 | $4.34K | Hold |
110
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q2 | $4.36K | Hold |
110
| – | – | ﹤0.01% | 1036 |
|
|
2023
Q1 | $3.75K | Hold |
110
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q4 | $3.43K | Hold |
110
| – | – | ﹤0.01% | 1049 |
|
|
2022
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 1013 |
|
|
2022
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q4 | $3K | Hold |
110
| – | – | ﹤0.01% | 1000 |
|
|
2021
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 1046 |
|
|
2021
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 950 |
|
|
2021
Q1 | $3K | Hold |
110
| – | – | ﹤0.01% | 941 |
|
|
2020
Q4 | $3K | Sell |
110
-152
| -58% | -$4.15K | ﹤0.01% | 918 |
|
|
2020
Q3 | $5K | Sell |
262
-819
| -76% | -$15.6K | ﹤0.01% | 879 |
|
|
2020
Q2 | $25K | Hold |
1,081
| – | – | ﹤0.01% | 694 |
|
|
2020
Q1 | $30K | Sell |
1,081
-459
| -30% | -$12.7K | ﹤0.01% | 640 |
|
|
2019
Q4 | $60K | Hold |
1,540
| – | – | ﹤0.01% | 567 |
|
|
2019
Q3 | $59K | Hold |
1,540
| – | – | ﹤0.01% | 564 |
|
|
2019
Q2 | $64K | Sell |
1,540
-443
| -22% | -$18.4K | ﹤0.01% | 544 |
|
|
2019
Q1 | $80K | Sell |
1,983
-376
| -16% | -$15.2K | 0.01% | 518 |
|
|
2018
Q4 | $93K | Buy |
2,359
+302
| +15% | +$11.9K | 0.01% | 472 |
|
|
2018
Q3 | $86K | Sell |
2,057
-136
| -6% | -$5.69K | 0.01% | 522 |
|
|
2018
Q2 | $97K | Sell |
2,193
-269
| -11% | -$11.9K | 0.01% | 500 |
|
|
2018
Q1 | $109K | Sell |
2,462
-242
| -9% | -$10.7K | 0.01% | 466 |
|
|
2017
Q4 | $128K | Hold |
2,704
| – | – | 0.01% | 419 |
|
|
2017
Q3 | $122K | Buy |
2,704
+116
| +4% | +$5.23K | 0.01% | 400 |
|
|
2017
Q2 | $110K | Sell |
2,588
-30
| -1% | -$1.28K | 0.01% | 412 |
|
|
2017
Q1 | $97K | Sell |
2,618
-400
| -13% | -$14.8K | 0.01% | 433 |
|
|
2016
Q4 | $110K | Sell |
3,018
-581
| -16% | -$21.2K | 0.01% | 410 |
|
|
2016
Q3 | $122K | Sell |
3,599
-302
| -8% | -$10.2K | 0.01% | 394 |
|
|
2016
Q2 | $109K | Sell |
3,901
-220
| -5% | -$6.15K | 0.01% | 412 |
|
|
2016
Q1 | $114K | Sell |
4,121
-6,301
| -60% | -$174K | 0.01% | 409 |
|
|
2015
Q4 | $366K | Sell |
10,422
-11,619
| -53% | -$408K | 0.04% | 270 |
|
|
2015
Q3 | $744K | Sell |
22,041
-2,960
| -12% | -$99.9K | 0.09% | 210 |
|
|
2015
Q2 | $998K | Sell |
25,001
-271
| -1% | -$10.8K | 0.11% | 189 |
|
|
2015
Q1 | $949K | Buy |
25,272
+4,135
| +20% | +$155K | 0.11% | 195 |
|
|
2014
Q4 | $860K | Sell |
21,137
-718
| -3% | -$29.2K | 0.1% | 205 |
|
|
2014
Q3 | $959K | Buy |
21,855
+311
| +1% | +$13.6K | 0.11% | 179 |
|
|
2014
Q2 | $943K | Buy |
21,544
+6,958
| +48% | +$305K | 0.11% | 184 |
|
|
2014
Q1 | $639K | Buy |
14,586
+7,594
| +109% | +$333K | 0.07% | 213 |
|
|
2013
Q4 | $332K | Buy |
6,992
+550
| +9% | +$26.1K | 0.04% | 275 |
|
|
2013
Q3 | $301K | Hold |
6,442
| – | – | 0.04% | 275 |
|
|
2013
Q2 | $288K | Buy |
+6,442
| New | +$288K | 0.04% | 264 |
|