Global Retirement Partners, LLC Hsbc Holdings PLC Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Global Retirement Partners, LLC holds 8,987 shares of HSBC stock, worth $416,277. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,987

Previous 12,595 28.65%

Holding current value

$416,277

Previous $547,000 25.78%

% of portfolio

0.01%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$40.42 - $45.91 $145,835 - $165,643	-3,608 Reduced 28.65%	8,987 $406,000
Q2 2024 Jul 23, 2024	BUY	$39.31 - $45.4 $70,286 - $81,175	1,788 Added 16.54%	12,595 $547,000
Q1 2024 Apr 23, 2024	SELL	$37.13 - $41.43 $31,820 - $35,505	-857 Reduced 7.35%	10,807 $425,000
Q4 2023 Jan 18, 2024	BUY	$36.02 - $40.83 $323,531 - $366,735	8,982 Added 334.9%	11,664 $472,000
Q3 2023 Oct 13, 2023	SELL	$36.87 - $42.21 $3,834 - $4,389	-104 Reduced 3.73%	2,682 $105,000
Q2 2023 Jul 20, 2023	BUY	$34.65 - $39.62 $9,182 - $10,499	265 Added 10.51%	2,786 $110,000
Q1 2023 May 05, 2023	BUY	$31.64 - $39.04 $40,783 - $50,322	1,289 Added 104.63%	2,521 $86,000
Q4 2022 Feb 13, 2023	BUY	$24.91 - $31.2 $3,587 - $4,492	144 Added 13.24%	1,232 $38,000
Q3 2022 Nov 03, 2022	BUY	$6.31 - $33.44 $1,148 - $6,086	182 Added 20.09%	1,088 $28,000
Q2 2022 Jul 15, 2022	SELL	$29.55 - $34.97 $472 - $559	-16 Reduced 1.74%	906 $30,000
Q1 2022 Jul 14, 2022	SELL	$30.45 - $38.25 $1,096 - $1,377	-36 Reduced 3.76%	922 $30,000
Q4 2021 Jan 21, 2022	BUY	$26.1 - $30.72 $3,680 - $4,331	141 Added 17.26%	958 $29,000
Q3 2021 Oct 22, 2021	BUY	$24.53 - $29.18 $588 - $700	24 Added 3.03%	817 $21,000
Q2 2021 Jul 15, 2021	BUY	$28.62 - $32.38 $28 - $32	1 Added 0.13%	793 $23,000
Q3 2020 Oct 09, 2020	SELL	$18.11 - $25.64 $651 - $923	-36 Reduced 4.35%	792 $16,000
Q2 2020 Jul 13, 2020	SELL	$22.97 - $26.85 $11,875 - $13,881	-517 Reduced 38.44%	828 $19,000
Q1 2020 Apr 28, 2020	SELL	$28.01 - $39.37 $2,352 - $3,307	-84 Reduced 5.88%	1,345 $38,000
Q3 2019 Nov 19, 2019	SELL	$35.53 - $42.1 $10,481 - $12,419	-295 Reduced 17.11%	1,429 $55,000
Q2 2019 Nov 19, 2019	BUY	$40.64 - $44.7 $25,074 - $27,579	617 Added 55.74%	1,724 $72,000
Q4 2018 Feb 22, 2019	SELL	$38.57 - $44.2 $3,857 - $4,420	-100 Reduced 8.29%	1,107 $46,000
Q3 2018 Oct 17, 2018	BUY	$42.81 - $48.5 $4,281 - $4,850	100 Added 9.03%	1,207 $53,000
Q2 2018 Aug 13, 2018	SELL	$46.57 - $50.51 $3,958 - $4,293	-85 Reduced 7.13%	1,107 $52,000
Q1 2018 Aug 10, 2018	BUY	$47.3 - $55.62 $14,899 - $17,520	315 Added 35.92%	1,192 $57,000
Q3 2017 Aug 10, 2018	BUY	$47.21 - $50.8 $41,403 - $44,551	877	877 $43,000

Others Institutions Holding HSBC

# of Institutions

477

Shares Held

52.8M

Call Options Held

2.49M

Put Options Held

1.57M

View Full List

About HSBC HOLDINGS PLC

Ticker HSBC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,993,609,984
Market Cap $185B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Hsbc Holdings PLC Transaction History