A detailed history of Ae Wealth Management LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Ae Wealth Management LLC holds 6,924 shares of HSBC stock, worth $341,007. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,924
Previous 7,547 8.25%
Holding current value
$341,007
Previous $328,000 4.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$40.42 - $45.91 $25,181 - $28,601
-623 Reduced 8.25%
6,924 $312,000
Q2 2024

Aug 12, 2024

SELL
$39.31 - $45.4 $4,717 - $5,448
-120 Reduced 1.57%
7,547 $328,000
Q1 2024

May 15, 2024

SELL
$37.13 - $41.43 $744,345 - $830,547
-20,047 Reduced 72.34%
7,667 $301,000
Q4 2023

Feb 14, 2024

BUY
$36.02 - $40.83 $88,861 - $100,727
2,467 Added 9.77%
27,714 $1.12 Million
Q3 2023

Oct 11, 2023

BUY
$36.87 - $42.21 $13,346 - $15,280
362 Added 1.45%
25,247 $996,000
Q2 2023

Jul 10, 2023

BUY
$34.65 - $39.62 $862,265 - $985,943
24,885 New
24,885 $985,000
Q4 2022

Jan 31, 2023

BUY
$24.91 - $31.2 $668,260 - $837,002
26,827 New
26,827 $835,000

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 $197B
  • 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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