HSBC Holdings shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in HSBC Holdings
Tip: Access up to 7 years of quarterly data
All positions including HSBC Holdings held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in HSBC Holdings by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $949k | 10k | 95.09 |
| 2026-03-31 | $750k | 9.1k | 82.49 |
| 2025-12-31 | $422k | 5.4k | 78.67 |
| 2025-09-30 | $247k | 3.5k | 70.98 |
| 2024-12-31 | $28k | 571 | 49.46 |
| 2024-09-30 | $16k | 361 | 45.19 |
| 2024-06-30 | $5.0k | 114 | 43.50 |