HSBC HLDGS PLC

Ticker: HSBC CUSIP: 404280406 Class: ADR

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,647 Value ($000) $1,310 Avg Close Range
Q3 2025
Shares 17,871 Value ($000) $1,268 Avg Close Range
Q2 2025
Shares 17,389 Value ($000) $1,057 Avg Close Range
Q1 2025
Shares 11,931 Value ($000) $685 Avg Close Range
Q4 2024
Shares 14,573 Value ($000) $721 Avg Close Range
Q3 2024
Shares 14,185 Value ($000) $641 Avg Close Range
Q2 2024
Shares 13,920 Value ($000) $606 Avg Close Range
Q1 2024
Shares 14,235 Value ($000) $560 Avg Close Range
Q4 2023
Shares 65,130 Value ($000) $2,640 Avg Close Range
Q3 2023
Shares 61,243 Value ($000) $2,417 Avg Close Range
Q2 2023
Shares 61,259 Value ($000) $2,427 Avg Close Range
Q1 2023
Shares 61,405 Value ($000) $2 Avg Close Range
Q4 2022
Shares 64,814 Value ($000) $2 Avg Close Range
Q3 2022
Shares 65,516 Value ($000) $1,708 Avg Close Range
Q2 2022
Shares 62,940 Value ($000) $2,056 Avg Close Range
Q1 2022
Shares 60,574 Value ($000) $2,073 Avg Close Range
Q4 2021
Shares 56,834 Value ($000) $1,714 Avg Close Range
Q3 2020
Shares 29,546 Value ($000) $579 Avg Close Range
Q2 2020
Shares 27,618 Value ($000) $644 Avg Close Range
Q1 2020
Shares 21,933 Value ($000) $614 Avg Close Range
Q4 2019
Shares 18,033 Value ($000) $705 Avg Close Range
Q3 2019
Shares 10,621 Value ($000) $406 Avg Close Range
Q2 2019
Shares 6,767 Value ($000) $285 Avg Close Range