A detailed history of Hhm Wealth Advisors, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 158 shares of HSBC stock, worth $7,318. This represents 0.0% of its overall portfolio holdings.

Number of Shares
158
Previous 158 -0.0%
Holding current value
$7,318
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$39.31 - $45.4 $23,310 - $26,922
-593 Reduced 78.96%
158 $6,000
Q1 2023

May 02, 2023

BUY
$31.64 - $39.04 $3,448 - $4,255
109 Added 16.98%
751 $25,000
Q4 2022

Jan 19, 2023

SELL
$24.91 - $31.2 $896 - $1,123
-36 Reduced 5.31%
642 $0
Q3 2022

Nov 04, 2022

SELL
$6.31 - $33.44 $8,190 - $43,405
-1,298 Reduced 65.69%
678 $18,000
Q2 2022

Aug 08, 2022

BUY
$29.55 - $34.97 $17,020 - $20,142
576 Added 41.14%
1,976 $65,000
Q4 2020

Jan 28, 2021

SELL
$19.23 - $28.37 $2,249 - $3,319
-117 Reduced 7.71%
1,400 $36,000
Q3 2020

Nov 12, 2020

BUY
$18.11 - $25.64 $2,118 - $2,999
117 Added 8.36%
1,517 $30,000
Q1 2020

May 12, 2020

BUY
$28.01 - $39.37 $39,214 - $55,118
1,400 New
1,400 $39,000

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 $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
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