A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 9,029 shares of HSBC stock, worth $433,572. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,029
Previous 9,027 0.02%
Holding current value
$433,572
Previous $392,000 4.08%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 13, 2024

BUY
$40.42 - $45.91 $80 - $91
2 Added 0.02%
9,029 $408,000
Q2 2024

Aug 09, 2024

BUY
$39.31 - $45.4 $117 - $136
3 Added 0.03%
9,027 $392,000
Q1 2024

May 09, 2024

BUY
$37.13 - $41.43 $4,789 - $5,344
129 Added 1.45%
9,024 $355,000
Q4 2023

Feb 07, 2024

BUY
$36.02 - $40.83 $23,016 - $26,090
639 Added 7.74%
8,895 $360,000
Q3 2023

Nov 07, 2023

BUY
$36.87 - $42.21 $17,292 - $19,796
469 Added 6.02%
8,256 $325,000
Q2 2023

Aug 07, 2023

BUY
$34.65 - $39.62 $589 - $673
17 Added 0.22%
7,787 $308,000
Q1 2023

May 03, 2023

BUY
$31.64 - $39.04 $759 - $936
24 Added 0.31%
7,770 $265,000
Q4 2022

Feb 13, 2023

SELL
$24.91 - $31.2 $123,678 - $154,908
-4,965 Reduced 39.06%
7,746 $241,000
Q3 2022

Nov 09, 2022

SELL
$6.31 - $33.44 $3,072 - $16,285
-487 Reduced 3.69%
12,711 $332,000
Q2 2022

Aug 03, 2022

BUY
$29.55 - $34.97 $6,264 - $7,413
212 Added 1.63%
13,198 $431,000
Q1 2022

Apr 20, 2022

BUY
$30.45 - $38.25 $128,620 - $161,568
4,224 Added 48.21%
12,986 $444,000
Q4 2021

Jan 21, 2022

BUY
$26.1 - $30.72 $228,688 - $269,168
8,762 New
8,762 $264,000
Q3 2021

Oct 29, 2021

SELL
$24.53 - $29.18 $189,420 - $225,327
-7,722 Closed
0 $0
Q2 2021

Aug 02, 2021

BUY
$28.62 - $32.38 $221,003 - $250,038
7,722 New
7,722 $223,000
Q1 2021

Apr 29, 2021

SELL
$25.74 - $31.42 $154,877 - $189,054
-6,017 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$19.23 - $28.37 $115,706 - $170,702
6,017 New
6,017 $156,000

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 $192B
  • 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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