HSBC Holdings shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $975k | 22k | 45.19 |
| 2024-06-30 | $1.4M | 31k | 43.50 |
| 2024-03-31 | $1.2M | 30k | 39.36 |
| 2023-12-31 | $1.1M | 27k | 40.54 |
| 2023-09-30 | $1.0M | 26k | 39.46 |
| 2023-06-30 | $1.0M | 27k | 39.62 |
| 2023-03-31 | $886k | 26k | 34.13 |
| 2022-12-31 | $719k | 23k | 31.16 |
| 2022-09-30 | $508k | 20k | 26.05 |
| 2018-09-30 | $208k | 4.7k | 43.98 |
| 2018-06-30 | $230k | 4.9k | 47.08 |
| 2018-03-31 | $241k | 5.1k | 47.60 |
| 2017-12-31 | $252k | 4.9k | 51.59 |
| 2017-09-30 | $241k | 4.9k | 49.33 |
| 2017-06-30 | $227k | 4.9k | 46.47 |