Valeo Financial Advisors, LLC Hsbc Holdings PLC Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 8,713 shares of HSBC stock, worth $403,586. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,713
Previous 8,713 -0.0%
Holding current value
$403,586
Previous $379,000 3.69%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 25, 2024
BUY
$37.13 - $41.43 $7,463 - $8,327
201 Added 2.36%
8,713 $342,000
Q1 2024

Apr 19, 2024
SELL
$37.13 - $41.43 $4,752 - $5,303
-128 Reduced 1.48%
8,512 $335,000
Q4 2023

Jan 29, 2024
SELL
$36.02 - $40.83 $29,356 - $33,276
-815 Reduced 8.62%
8,640 $350,000
Q3 2023

Oct 19, 2023
SELL
$36.87 - $42.21 $23,154 - $26,507
-628 Reduced 6.23%
9,455 $373,000
Q2 2023

Jul 14, 2023
BUY
$34.65 - $39.62 $14,760 - $16,878
426 Added 4.41%
10,083 $399,000
Q1 2023

Apr 17, 2023
BUY
$31.64 - $39.04 $305,547 - $377,009
9,657 New
9,657 $329,000
Q2 2022

Aug 03, 2022
BUY
$29.55 - $34.97 $48,402 - $57,280
1,638 New
1,638 $54,000
Q3 2020

Oct 28, 2020
SELL
$18.11 - $25.64 $633 - $897
-35 Closed
0 $0
Q2 2020

Jul 20, 2020
SELL
$22.97 - $26.85 $849 - $993
-37 Reduced 51.39%
35 $1,000
Q1 2020

Apr 13, 2020
SELL
$28.01 - $39.37 $4,369 - $6,141
-156 Reduced 68.42%
72 $2,000
Q4 2019

Jan 24, 2020
BUY
$36.33 - $39.52 $363 - $395
10 Added 4.59%
228 $9,000
Q3 2019

Oct 15, 2019
SELL
$35.53 - $42.1 $2,273 - $2,694
-64 Reduced 22.7%
218 $8,000
Q1 2019

Apr 12, 2019
SELL
$40.42 - $42.8 $3,152 - $3,338
-78 Reduced 21.67%
282 $11,000
Q4 2018

Jan 30, 2019
SELL
$38.57 - $44.2 $887 - $1,016
-23 Reduced 6.01%
360 $15,000
Q3 2018

Nov 01, 2018
BUY
$42.81 - $48.5 $1,883 - $2,134
44 Added 12.98%
383 $16,000
Q2 2018

Aug 14, 2018
BUY
$46.57 - $50.51 $232 - $252
5 Added 1.5%
339 $16,000
Q1 2018

Apr 12, 2018
BUY
$47.3 - $55.62 $756 - $889
16 Added 5.03%
334 $16,000
Q4 2017

Feb 09, 2018
BUY
$48.05 - $51.66 $864 - $929
18 Added 6.0%
318 $16,000
Q3 2017

Nov 14, 2017
BUY
$47.21 - $50.8 $14,163 - $15,240
300
300 $15,000

Others Institutions Holding HSBC

# of Institutions
477
Shares Held
52.8M
Call Options Held
2.49M
Put Options Held
1.57M
View Full List

About HSBC HOLDINGS PLC

HSBC Quotes by TradingView
  • 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
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