BKM Wealth Management’s HSBC HSBC Stock Holding History

BKM Wealth Management’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$665K	Sell
2025 Q1	$690K	Sell
2024 Q4	$675K	Sell
2024 Q3	$627K	Buy
2024 Q2	$514K	Sell
2024 Q1	$509K	Buy
2023 Q4	$365K	Buy