Polaris Wealth Advisory Group, LLC Hsbc Holdings PLC Transaction History

Polaris Wealth Advisory Group, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2018 Oct 19, 2018	SELL	$42.81 - $48.5 $2.5 Million - $2.83 Million	-58,334 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	$47.3 - $55.62 $811,904 - $954,717	17,165 Added 41.69%	58,334 $2.78 Million
Q4 2017 Feb 13, 2018	BUY	$48.05 - $51.66 $422,359 - $454,091	8,790 Added 27.15%	41,169 $2.13 Million
Q3 2017 Nov 01, 2017	BUY	$47.21 - $50.8 $1.53 Million - $1.64 Million	32,379	32,379 $1.6 Million

447

54.3M

3.25M

1.85M

Ticker HSBC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,993,609,984
Market Cap $173B
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...

Get notified when there are updates to the investment portfolio of Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.