A detailed history of Plante Moran Financial Advisors, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 604 shares of HSBC stock, worth $27,977. This represents 0.0% of its overall portfolio holdings.

Number of Shares
604
Previous 604 -0.0%
Holding current value
$27,977
Previous $26,000 3.85%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$37.13 - $41.43 $14,295 - $15,950
385 Added 175.8%
604 $23,000
Q2 2020

Aug 10, 2020

BUY
$22.97 - $26.85 $5,030 - $5,880
219 New
219 $5,000
Q4 2019

Feb 14, 2020

SELL
$36.33 - $39.52 $8,137 - $8,852
-224 Closed
0 $0
Q3 2019

Nov 13, 2019

BUY
$35.53 - $42.1 $3,233 - $3,831
91 Added 68.42%
224 $8,000
Q2 2019

Aug 13, 2019

SELL
$40.64 - $44.7 $1,137 - $1,251
-28 Reduced 17.39%
133 $6,000
Q1 2019

May 13, 2019

SELL
$40.42 - $42.8 $3,637 - $3,851
-90 Reduced 35.86%
161 $7,000
Q4 2018

Jan 29, 2019

BUY
$38.57 - $44.2 $3,625 - $4,154
94 Added 59.87%
251 $10,000
Q3 2018

Nov 09, 2018

SELL
$42.81 - $48.5 $20,934 - $23,716
-489 Reduced 75.7%
157 $7,000
Q2 2018

Jul 26, 2018

SELL
$46.57 - $50.51 $87,225 - $94,605
-1,873 Reduced 74.35%
646 $30,000
Q1 2018

May 01, 2018

BUY
$47.3 - $55.62 $25,258 - $29,701
534 Added 26.9%
2,519 $120,000
Q4 2017

Feb 01, 2018

BUY
$48.05 - $51.66 $45,167 - $48,560
940 Added 89.95%
1,985 $103,000
Q3 2017

Nov 08, 2017

BUY
$47.21 - $50.8 $49,334 - $53,086
1,045
1,045 $52,000

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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.