Jfs Wealth Advisors, LLC Hsbc Holdings PLC Transaction History

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,270 shares of HSBC stock, worth $102,013. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,270
Previous 2,238 1.43%
Holding current value
$102,013
Previous $97,000 5.15%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024
BUY
$40.42 - $45.91 $1,293 - $1,469
32 Added 1.43%
2,270 $102,000
Q2 2024

Jul 15, 2024
SELL
$39.31 - $45.4 $746 - $862
-19 Reduced 0.84%
2,238 $97,000
Q1 2024

Apr 30, 2024
SELL
$37.13 - $41.43 $6,683 - $7,457
-180 Reduced 7.39%
2,257 $88,000
Q4 2023

Feb 07, 2024
BUY
$36.02 - $40.83 $56,587 - $64,143
1,571 Added 181.41%
2,437 $98,000
Q2 2023

Aug 07, 2023
BUY
$34.65 - $39.62 $5,336 - $6,101
154 Added 21.63%
866 $34,000
Q1 2023

Apr 19, 2023
BUY
$31.64 - $39.04 $1,487 - $1,834
47 Added 7.07%
712 $24,000
Q4 2022

Feb 13, 2023
BUY
$24.91 - $31.2 $3,736 - $4,680
150 Added 29.13%
665 $20,000
Q3 2022

Oct 21, 2022
SELL
$6.31 - $33.44 $4,423 - $23,441
-701 Reduced 57.65%
515 $13,000
Q2 2022

Aug 02, 2022
BUY
$29.55 - $34.97 $4,787 - $5,665
162 Added 15.37%
1,216 $40,000
Q1 2022

May 02, 2022
BUY
$30.45 - $38.25 $24,999 - $31,403
821 Added 352.36%
1,054 $36,000
Q4 2021

Feb 03, 2022
BUY
$26.1 - $30.72 $6,081 - $7,157
233 New
233 $7,000
Q1 2020

Apr 29, 2020
SELL
$28.01 - $39.37 $7,338 - $10,314
-262 Closed
0 $0
Q2 2019

Aug 06, 2019
BUY
$40.64 - $44.7 $243 - $268
6 Added 2.34%
262 $11,000
Q4 2018

Jan 28, 2019
BUY
$38.57 - $44.2 $3,818 - $4,375
99 Added 63.06%
256 $11,000
Q2 2018

Jul 26, 2018
SELL
$46.57 - $50.51 $4,796 - $5,202
-103 Reduced 39.62%
157 $7,000
Q1 2018

Apr 26, 2018
SELL
$47.3 - $55.62 $5,155 - $6,062
-109 Reduced 29.54%
260 $12,000
Q4 2017

Jan 31, 2018
BUY
$48.05 - $51.66 $4,949 - $5,320
103 Added 38.72%
369 $19,000
Q3 2017

Oct 20, 2017
BUY
$47.21 - $50.8 $12,557 - $13,512
266
266 $13,000

Others Institutions Holding HSBC

# of Institutions
473
Shares Held
55.3M
Call Options Held
2.38M
Put Options Held
1.46M
View Full List

About HSBC HOLDINGS PLC

HSBC Quotes by TradingView
  • Ticker HSBC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,993,609,984
  • Market Cap $179B
  • 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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