HSBC Holdings shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 29k | 70.71 |
| 2025-06-30 | $1.4M | 24k | 60.67 |
| 2025-03-31 | $1.7M | 29k | 57.43 |
| 2024-12-31 | $1.4M | 28k | 49.46 |
| 2024-06-30 | $919k | 21k | 43.50 |
| 2024-03-31 | $803k | 20k | 39.36 |
| 2023-12-31 | $792k | 20k | 40.54 |
| 2023-09-30 | $785k | 20k | 39.46 |
More positions owned by Wealth Enhancement Advisory Services
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