HSBC Holdings shares owned by Forum Financial Management
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 27k | 45.19 |
| 2024-06-30 | $1.2M | 27k | 43.50 |
| 2024-03-31 | $1.1M | 27k | 39.36 |
| 2023-12-31 | $1.1M | 27k | 40.54 |
| 2023-09-30 | $1.1M | 27k | 39.46 |
| 2023-06-30 | $1.1M | 27k | 39.62 |
| 2023-03-31 | $924k | 27k | 34.13 |
| 2022-12-31 | $844k | 27k | 31.16 |
| 2022-09-30 | $706k | 27k | 26.08 |
| 2022-06-30 | $884k | 27k | 32.66 |
| 2022-03-31 | $926k | 27k | 34.21 |
| 2021-12-31 | $816k | 27k | 30.15 |
More positions owned by Forum Financial Management
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