A detailed history of Aaron Wealth Advisors LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 23,763 shares of HSBC stock, worth $1.22 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
23,763
Previous 20,869 13.87%
Holding current value
$1.22 Million
Previous $943,000 24.6%
% of portfolio
0.14%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$43.83 - $49.51 $126,844 - $143,281
2,894 Added 13.87%
23,763 $1.18 Million
Q3 2024

Oct 17, 2024

BUY
$40.42 - $45.91 $145,269 - $165,000
3,594 Added 20.8%
20,869 $943,000
Q2 2024

Jul 22, 2024

BUY
$39.31 - $45.4 $113,094 - $130,615
2,877 Added 19.98%
17,275 $751,000
Q1 2024

Apr 25, 2024

BUY
$37.13 - $41.43 $343,526 - $383,310
9,252 Added 179.79%
14,398 $566,000
Q4 2023

Jan 26, 2024

BUY
$36.02 - $40.83 $185,358 - $210,111
5,146 New
5,146 $208,000
Q2 2022

Jul 22, 2022

SELL
$29.55 - $34.97 $4.95 Million - $5.86 Million
-167,609 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$30.45 - $38.25 $5.1 Million - $6.41 Million
167,609 New
167,609 $4.9 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 $205B
  • 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
Track This Portfolio

Track Aaron Wealth Advisors LLC Portfolio

Follow Aaron Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aaron Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aaron Wealth Advisors LLC with notifications on news.