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HSBC Holdings shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in HSBC Holdings

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

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Quarterly reported holdings in HSBC Holdings by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 27k 70.98
2025-06-30 $1.5M 25k 60.79
2025-03-31 $959k 17k 57.43
2013-03-31 $24k 436 55.05