HSBC Holdings shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $718k | 10k | 70.98 |
| 2025-06-30 | $680k | 11k | 60.79 |
| 2025-03-31 | $359k | 6.3k | 57.43 |
| 2024-12-31 | $287k | 5.8k | 49.46 |
| 2024-09-30 | $408k | 9.0k | 45.19 |
| 2024-06-30 | $393k | 9.0k | 43.50 |
| 2024-03-31 | $355k | 9.0k | 39.36 |
| 2023-12-31 | $361k | 8.9k | 40.54 |
| 2023-09-30 | $326k | 8.3k | 39.46 |
| 2023-06-30 | $309k | 7.8k | 39.62 |
| 2023-03-31 | $265k | 7.8k | 34.13 |
| 2022-12-31 | $241k | 7.7k | 31.16 |
| 2022-09-30 | $438k | 13k | 34.48 |
| 2022-06-30 | $431k | 13k | 32.66 |
| 2022-03-31 | $444k | 13k | 34.19 |
| 2021-12-31 | $264k | 8.8k | 30.13 |
| 2021-06-30 | $223k | 7.7k | 28.88 |
| 2020-12-31 | $156k | 6.0k | 25.93 |
More positions owned by Pinnacle Wealth Planning Services
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