HSBC HLDGS PLC

Ticker: HSBC CUSIP: 404280406 Class: ADR

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 44,246 Value ($000) $3,481 Avg Close — Range —
Q3 2025
Shares 44,246 Value ($000) $3,141 Avg Close — Range —
Q2 2025
Shares 44,246 Value ($000) $2,690 Avg Close — Range —
Q1 2025
Shares 43,317 Value ($000) $2,488 Avg Close — Range —
Q4 2024
Shares 43,317 Value ($000) $2,142 Avg Close — Range —
Q3 2024
Shares 26,801 Value ($000) $1,211 Avg Close — Range —
Q2 2024
Shares 26,801 Value ($000) $1,166 Avg Close — Range —
Q1 2024
Shares 26,801 Value ($000) $1,055 Avg Close — Range —
Q4 2023
Shares 26,801 Value ($000) $1,087 Avg Close — Range —
Q3 2023
Shares 27,067 Value ($000) $1,068 Avg Close — Range —
Q2 2023
Shares 27,067 Value ($000) $1,072 Avg Close — Range —
Q1 2023
Shares 27,067 Value ($000) $924 Avg Close — Range —
Q4 2022
Shares 27,070 Value ($000) $844 Avg Close — Range —
Q3 2022
Shares 27,067 Value ($000) $706 Avg Close — Range —
Q2 2022
Shares 27,067 Value ($000) $884 Avg Close — Range —
Q1 2022
Shares 27,067 Value ($000) $926 Avg Close — Range —
Q4 2021
Shares 27,067 Value ($000) $816 Avg Close — Range —