HSBC Holdings shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13k | 189 | 70.98 |
| 2025-06-30 | $12k | 189 | 60.79 |
| 2025-03-31 | $11k | 189 | 59.23 |
| 2024-12-31 | $9.3k | 189 | 49.46 |
| 2024-09-30 | $8.5k | 189 | 45.19 |
| 2024-06-30 | $8.2k | 189 | 43.50 |
| 2024-03-31 | $7.7k | 189 | 40.91 |