A detailed history of Aprio Wealth Management, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 12,517 shares of HSBC stock, worth $604,195. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,517
Previous 8,482 47.57%
Holding current value
$604,195
Previous $368,000 53.53%
% of portfolio
0.1%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$40.42 - $45.91 $163,094 - $185,246
4,035 Added 47.57%
12,517 $565,000
Q2 2024

Jul 10, 2024

BUY
$39.31 - $45.4 $120,485 - $139,151
3,065 Added 56.58%
8,482 $368,000
Q1 2024

Apr 10, 2024

SELL
$37.13 - $41.43 $6,089 - $6,794
-164 Reduced 2.94%
5,417 $213,000
Q4 2023

Jan 17, 2024

BUY
$36.02 - $40.83 $201,027 - $227,872
5,581 New
5,581 $226,000

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 $193B
  • 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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