A detailed history of Ritholtz Wealth Management transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Ritholtz Wealth Management holds 71,812 shares of HSBC stock, worth $3.11 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
71,812
Previous 54,895 30.82%
Holding current value
$3.11 Million
Previous $2.23 Million 27.01%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Apr 24, 2024

BUY
$37.13 - $41.43 $628,128 - $700,871
16,917 Added 30.82%
71,812 $2.83 Million
Q4 2023

Jan 18, 2024

BUY
$36.02 - $40.83 $235,534 - $266,987
6,539 Added 13.52%
54,895 $2.23 Million
Q3 2023

Oct 13, 2023

BUY
$36.87 - $42.21 $176,754 - $202,354
4,794 Added 11.01%
48,356 $1.91 Million
Q2 2023

Jul 14, 2023

BUY
$34.65 - $39.62 $192,203 - $219,772
5,547 Added 14.59%
43,562 $1.73 Million
Q1 2023

Apr 19, 2023

BUY
$31.64 - $39.04 $117,700 - $145,228
3,720 Added 10.85%
38,015 $1.3 Million
Q4 2022

Jan 18, 2023

BUY
$24.91 - $31.2 $60,332 - $75,566
2,422 Added 7.6%
34,295 $0
Q3 2022

Oct 18, 2022

SELL
$6.31 - $33.44 $17,018 - $90,187
-2,697 Reduced 7.8%
31,873 $831,000
Q2 2022

Jul 15, 2022

BUY
$29.55 - $34.97 $114,535 - $135,543
3,876 Added 12.63%
34,570 $1.13 Million
Q1 2022

Apr 14, 2022

BUY
$30.45 - $38.25 $176,610 - $221,850
5,800 Added 23.3%
30,694 $1.05 Million
Q4 2021

Jan 18, 2022

BUY
$26.1 - $30.72 $283,289 - $333,434
10,854 Added 77.31%
24,894 $751,000
Q3 2021

Oct 14, 2021

SELL
$24.53 - $29.18 $15,772 - $18,762
-643 Reduced 4.38%
14,040 $367,000
Q2 2021

Jul 20, 2021

BUY
$28.62 - $32.38 $112,304 - $127,059
3,924 Added 36.47%
14,683 $424,000
Q1 2021

May 12, 2021

BUY
$25.74 - $31.42 $276,936 - $338,047
10,759 New
10,759 $314,000

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 $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...
More about HSBC
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