HSBC HLDGS PLC

Ticker: HSBC CUSIP: 404280406 Class: ADR

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q2 2025
Shares 10,941 Value ($000) $665 Avg Close Range
Q1 2025
Shares 12,022 Value ($000) $690 Avg Close Range
Q4 2024
Shares 13,637 Value ($000) $675 Avg Close Range
Q3 2024
Shares 13,873 Value ($000) $627 Avg Close Range
Q2 2024
Shares 6,714 Value ($000) $514 Avg Close Range
Q1 2024
Shares 12,936 Value ($000) $509 Avg Close Range
Q4 2023
Shares 8,995 Value ($000) $365 Avg Close Range