Bergan Kdv Wealth Management, LLC Hsbc Holdings PLC Transaction History

Bergan Kdv Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 27, 2023	SELL	$31.64 - $39.04 $117,732 - $145,267	-3,721 Reduced 78.82%	1,000 $34,000
Q4 2022 Jan 31, 2023	SELL	$24.91 - $31.2 $74,730 - $93,600	-3,000 Reduced 38.86%	4,721 $147,000
Q2 2022 Jul 13, 2022	BUY	$29.55 - $34.97 $192,370 - $227,654	6,510 Added 537.57%	7,721 $252,000
Q4 2021 Jan 28, 2022	SELL	$26.1 - $30.72 $26,100 - $30,720	-1,000 Reduced 45.23%	1,211 $37,000
Q2 2020 Aug 13, 2020	SELL	$22.97 - $26.85 $1,929 - $2,255	-84 Reduced 3.66%	2,211 $52,000
Q1 2020 Apr 24, 2020	BUY	$28.01 - $39.37 $54,871 - $77,125	1,959 Added 583.04%	2,295 $64,000
Q4 2019 Feb 10, 2020	BUY	$36.33 - $39.52 $9,155 - $9,959	252 Added 300.0%	336 $13,000
Q4 2018 Feb 01, 2019	BUY	$38.57 - $44.2 $3,239 - $3,712	84 New	84 $3,000

478

52.8M

2.49M

1.57M

Ticker HSBC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,993,609,984
Market Cap $194B
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...

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