A detailed history of Westover Capital Advisors, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 7,950 shares of HSBC stock, worth $391,537. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,950
Previous 6,200 28.23%
Holding current value
$391,537
Previous $269,000 33.46%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 08, 2024

BUY
$40.42 - $45.91 $70,735 - $80,342
1,750 Added 28.23%
7,950 $359,000
Q2 2024

Aug 08, 2024

BUY
$39.31 - $45.4 $243,722 - $281,480
6,200 New
6,200 $269,000
Q3 2021

Nov 15, 2021

SELL
$24.53 - $29.18 $337,385 - $401,341
-13,754 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$28.62 - $32.38 $71,406 - $80,788
2,495 Added 22.16%
13,754 $397,000
Q1 2021

May 18, 2021

BUY
$25.74 - $31.42 $289,806 - $353,757
11,259 New
11,259 $328,000

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
Track This Portfolio

Track Westover Capital Advisors, LLC Portfolio

Follow Westover Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westover Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westover Capital Advisors, LLC with notifications on news.