HSBC HLDGS PLC

Ticker: HSBC CUSIP: 404280406 Class: ADR

Sonoma Private Wealth LLC's Holding History (CIK: 0001965757)

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

Q4 2025
Shares 5,986 Value ($000) $471 Avg Close — Range —
Q3 2025
Shares 5,541 Value ($000) $393 Avg Close — Range —
Q2 2025
Shares 5,850 Value ($000) $356 Avg Close — Range —
Q1 2025
Shares 6,062 Value ($000) $348 Avg Close — Range —
Q4 2024
Shares 6,635 Value ($000) $328 Avg Close — Range —
Q3 2024
Shares 6,385 Value ($000) $289 Avg Close — Range —
Q2 2024
Shares 6,432 Value ($000) $280 Avg Close — Range —
Q1 2024
Shares 6,296 Value ($000) $248 Avg Close — Range —