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HSBC Holdings shares owned by BKM Wealth Management

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM Wealth Management investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $665k 11k 60.79
2025-03-31 $690k 12k 57.43
2024-12-31 $675k 14k 49.46
2024-09-30 $627k 14k 45.19
2024-06-30 $514k 6.7k 76.55
2024-03-31 $509k 13k 39.36
2023-12-31 $365k 9.0k 40.54