Whittier Trust’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Hold |
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|
2025
Q1 | $30.7K | Hold |
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|
2024
Q4 | $26.5K | Hold |
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|
2024
Q3 | $24.2K | Sell |
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|
2024
Q2 | $30.3K | Buy |
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|
2024
Q1 | $25.2K | Sell |
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|
2023
Q4 | $57.2K | Buy |
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|
2023
Q3 | $52.9K | Hold |
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|
2023
Q2 | $53.1K | Sell |
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|
2023
Q1 | $50.4K | Hold |
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|
2022
Q4 | $46K | Hold |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $48K | Sell |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $46K | Sell |
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|
2021
Q3 | $81K | Sell |
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|
2021
Q2 | $178K | Sell |
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|
2021
Q1 | $183K | Buy |
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|
2020
Q4 | $158K | Sell |
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|
2020
Q3 | $154K | Sell |
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|
2020
Q2 | $213K | Sell |
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|
2020
Q1 | $290K | Buy |
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|
2019
Q4 | $400K | Sell |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $428K | Sell |
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|
2019
Q1 | $412K | Sell |
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|
2018
Q4 | $512K | Buy |
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|
2018
Q3 | $477K | Buy |
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|
2018
Q2 | $405K | Sell |
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|
2018
Q1 | $410K | Sell |
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|
2017
Q4 | $444K | Sell |
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|
2017
Q3 | $430K | Buy |
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|
2017
Q2 | $394K | Sell |
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|
2017
Q1 | $347K | Sell |
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|
2016
Q4 | $411K | Sell |
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|
2016
Q3 | $424K | Sell |
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|
2016
Q2 | $357K | Sell |
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|
2016
Q1 | $389K | Sell |
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|
2015
Q4 | $852K | Sell |
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|
2015
Q3 | $3.33M | Sell |
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|
2015
Q2 | $4.04M | Buy |
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|
2015
Q1 | $3.06M | Buy |
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|
2014
Q4 | $3.08M | Sell |
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|
2014
Q3 | $3.8M | Buy |
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|
2014
Q2 | $3.52M | Buy |
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|
2014
Q1 | $2.05M | Buy |
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|
2013
Q4 | $1.14M | Buy |
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|
2013
Q3 | $43K | Hold |
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|
2013
Q2 | $41K | Buy |
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