A detailed history of Bkm Wealth Management, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 6,714 shares of HSBC stock, worth $295,013. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,714
Previous 12,936 48.1%
Holding current value
$295,013
Previous $509 Million 0.94%
% of portfolio
0.25%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$39.31 - $45.4 $244,586 - $282,478
-6,222 Reduced 48.1%
6,714 $514 Million
Q1 2024

Apr 18, 2024

BUY
$37.13 - $41.43 $146,329 - $163,275
3,941 Added 43.81%
12,936 $509 Million
Q4 2023

Jan 11, 2024

SELL
$36.02 - $40.83 $5,403 - $6,124
-150 Reduced 1.64%
8,995 $365 Million
Q4 2023

Jan 10, 2024

BUY
$36.02 - $40.83 $329,402 - $373,390
9,145 New
9,145 $371 Million

Others Institutions Holding HSBC

About HSBC HOLDINGS PLC


  • Ticker HSBC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,993,609,984
  • Market Cap $175B
  • Description
  • HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit...
More about HSBC
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