A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 21,674 shares of HSBC stock, worth $1.07 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,674
Previous 21,132 2.56%
Holding current value
$1.07 Million
Previous $919,000 6.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$40.42 - $45.91 $21,907 - $24,883
542 Added 2.56%
21,674 $979,000
Q2 2024

Jul 16, 2024

BUY
$39.31 - $45.4 $28,814 - $33,278
733 Added 3.59%
21,132 $919,000
Q1 2024

Apr 15, 2024

BUY
$37.13 - $41.43 $32,414 - $36,168
873 Added 4.47%
20,399 $802,000
Q4 2023

Jan 30, 2024

SELL
$36.02 - $40.83 $12,859 - $14,576
-357 Reduced 1.8%
19,526 $791,000
Q3 2023

Nov 13, 2023

BUY
$36.87 - $42.21 $733,086 - $839,261
19,883 New
19,883 $784,000

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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