A detailed history of Mitchell & Pahl Private Wealth, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Mitchell & Pahl Private Wealth, LLC holds 22,618 shares of HSBC stock, worth $1.04 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
22,618
Previous 21,943 3.08%
Holding current value
$1.04 Million
Previous $954,000 7.13%
% of portfolio
0.49%
Previous 0.51%

Shares

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

Oct 16, 2024

BUY
$40.42 - $45.91 $27,283 - $30,989
675 Added 3.08%
22,618 $1.02 Million
Q2 2024

Jul 12, 2024

SELL
$39.31 - $45.4 $9,513 - $10,986
-242 Reduced 1.09%
21,943 $954,000
Q1 2024

Apr 26, 2024

BUY
$37.13 - $41.43 $40,694 - $45,407
1,096 Added 5.2%
22,185 $873,000
Q4 2023

Feb 08, 2024

BUY
$36.02 - $40.83 $1,296 - $1,469
36 Added 0.17%
21,089 $854,000
Q3 2023

Oct 31, 2023

BUY
$36.87 - $42.21 $74,514 - $85,306
2,021 Added 10.62%
21,053 $830,000
Q2 2023

Aug 07, 2023

BUY
$34.65 - $39.62 $45,010 - $51,466
1,299 Added 7.33%
19,032 $754,000
Q1 2023

May 05, 2023

BUY
$31.64 - $39.04 $8,574 - $10,579
271 Added 1.55%
17,733 $605,000
Q4 2022

Feb 09, 2023

BUY
$24.91 - $31.2 $99,440 - $124,550
3,992 Added 29.64%
17,462 $544,000
Q3 2022

Nov 01, 2022

BUY
$6.31 - $33.44 $7,969 - $42,234
1,263 Added 10.35%
13,470 $351,000
Q2 2022

Jul 25, 2022

BUY
$29.55 - $34.97 $41,724 - $49,377
1,412 Added 13.08%
12,207 $399,000
Q1 2022

Apr 14, 2022

BUY
$30.45 - $38.25 $65,041 - $81,702
2,136 Added 24.67%
10,795 $369,000
Q4 2021

Jan 19, 2022

BUY
$26.1 - $30.72 $225,999 - $266,004
8,659 New
8,659 $261,000
Q3 2021

Nov 03, 2021

SELL
$24.53 - $29.18 $174,015 - $207,002
-7,094 Closed
0 $0
Q2 2021

Jul 14, 2021

BUY
$28.62 - $32.38 $203,030 - $229,703
7,094 New
7,094 $205,000

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 $183B
  • 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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