A detailed history of Legacy Wealth Asset Management, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 13,115 shares of HSBC stock, worth $638,569. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,115
Previous 13,051 0.49%
Holding current value
$638,569
Previous $567,000 4.41%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Oct 23, 2024

BUY
$40.42 - $45.91 $2,586 - $2,938
64 Added 0.49%
13,115 $592,000
Q2 2024

Aug 14, 2024

BUY
$39.31 - $45.4 $9,041 - $10,442
230 Added 1.79%
13,051 $567,000
Q1 2024

Apr 19, 2024

BUY
$37.13 - $41.43 $7,091 - $7,913
191 Added 1.51%
12,821 $504,000
Q4 2023

Jan 10, 2024

BUY
$36.02 - $40.83 $5,222 - $5,920
145 Added 1.16%
12,630 $512,000
Q3 2023

Oct 31, 2023

BUY
$36.87 - $42.21 $6,194 - $7,091
168 Added 1.36%
12,485 $492,000
Q2 2023

Aug 04, 2023

BUY
$34.65 - $39.62 $2,079 - $2,377
60 Added 0.49%
12,317 $487,000
Q1 2023

Apr 21, 2023

SELL
$31.64 - $39.04 $80,239 - $99,005
-2,536 Reduced 17.14%
12,257 $418,000
Q4 2022

Feb 02, 2023

SELL
$24.91 - $31.2 $16,241 - $20,342
-652 Reduced 4.22%
14,793 $460,000
Q3 2022

Oct 14, 2022

BUY
$6.31 - $33.44 $97,457 - $516,480
15,445 New
15,445 $403,000

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 $194B
  • 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

Track Legacy Wealth Asset Management, LLC Portfolio

Follow Legacy Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.