Bkm Wealth Management, LLC Hsbc Holdings PLC Transaction History

Bkm Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$46.68 - $61.09 $50,461 - $66,038	-1,081 Reduced 8.99%	10,941 $665 Million
Q1 2025 May 05, 2025	SELL	$48.68 - $61.58 $78,618 - $99,451	-1,615 Reduced 11.84%	12,022 $690 Million
Q4 2024 Jan 31, 2025	SELL	$43.83 - $49.51 $10,343 - $11,684	-236 Reduced 1.7%	13,637 $675 Million
Q3 2024 Oct 23, 2024	BUY	$40.42 - $45.91 $289,366 - $328,669	7,159 Added 106.63%	13,873 $627 Million
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

635

76.2M

2.76M

2.84M

Ticker HSBC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,993,609,984
Market Cap $284B
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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