A detailed history of Cornerstone Wealth Management, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 4,891 shares of HSBC stock, worth $241,468. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,891
Previous 5,163 5.27%
Holding current value
$241,468
Previous $224,000 1.34%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 16, 2024

SELL
$40.42 - $45.91 $10,994 - $12,487
-272 Reduced 5.27%
4,891 $221,000
Q2 2024

Jul 16, 2024

BUY
$39.31 - $45.4 $2,515 - $2,905
64 Added 1.26%
5,163 $224,000
Q1 2024

Apr 19, 2024

SELL
$37.13 - $41.43 $2,599 - $2,900
-70 Reduced 1.35%
5,099 $200,000
Q4 2023

Jan 10, 2024

SELL
$36.02 - $40.83 $10,914 - $12,371
-303 Reduced 5.54%
5,169 $209,000
Q3 2023

Nov 06, 2023

SELL
$36.87 - $42.21 $5,751 - $6,584
-156 Reduced 2.77%
5,472 $215,000
Q2 2023

Jul 14, 2023

BUY
$34.65 - $39.62 $195,010 - $222,981
5,628 New
5,628 $222,000
Q1 2020

May 13, 2020

SELL
$28.01 - $39.37 $149,685 - $210,393
-5,344 Closed
0 $0
Q4 2019

Feb 20, 2020

SELL
$36.33 - $39.52 $9,227 - $10,038
-254 Reduced 4.54%
5,344 $209,000
Q3 2019

Oct 29, 2019

BUY
$35.53 - $42.1 $248 - $294
7 Added 0.13%
5,598 $214,000
Q2 2019

Aug 02, 2019

BUY
$40.64 - $44.7 $2,357 - $2,592
58 Added 1.05%
5,591 $235,000
Q1 2019

May 13, 2019

SELL
$40.42 - $42.8 $14,995 - $15,878
-371 Reduced 6.28%
5,533 $620,000
Q4 2018

Feb 13, 2019

SELL
$38.57 - $44.2 $11.2 Million - $12.9 Million
-291,308 Reduced 98.01%
5,904 $242,000
Q3 2018

Oct 19, 2018

BUY
$42.81 - $48.5 $1.77 Million - $2.01 Million
41,435 Added 16.2%
297,212 $5.99 Million
Q2 2018

Jul 20, 2018

BUY
$46.57 - $50.51 $11.6 Million - $12.6 Million
249,882 Added 4238.88%
255,777 $5.5 Million
Q1 2018

Apr 24, 2018

BUY
$47.3 - $55.62 $3,121 - $3,670
66 Added 1.13%
5,895 $282,000
Q4 2017

Feb 09, 2018

SELL
$48.05 - $51.66 $7,928 - $8,523
-165 Reduced 2.75%
5,829 $301,000
Q3 2017

Nov 14, 2017

BUY
$47.21 - $50.8 $17,987 - $19,354
381 Added 6.79%
5,994 $299,000
Q2 2017

Aug 11, 2017

BUY
N/A
5,613
5,613 $269,000

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 $197B
  • 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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