York Bridge Wealth Partners, LLC Hsbc Holdings PLC Transaction History

York Bridge Wealth Partners, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 20, 2020	SELL	$22.97 - $26.85 $251,039 - $293,443	-10,929 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$28.01 - $39.37 $5,686 - $7,992	203 Added 1.89%	10,929 $306,000
Q4 2019 Jan 17, 2020	BUY	$36.33 - $39.52 $147,281 - $160,214	4,054 Added 60.76%	10,726 $419,000
Q3 2019 Oct 21, 2019	SELL	$35.53 - $42.1 $3,162 - $3,746	-89 Reduced 1.32%	6,672 $255,000
Q2 2019 Jul 18, 2019	SELL	$40.64 - $44.7 $1,056 - $1,162	-26 Reduced 0.38%	6,761 $282,000
Q1 2019 May 09, 2019	BUY	$40.42 - $42.8 $12,974 - $13,738	321 Added 4.96%	6,787 $275,000
Q4 2018 Feb 14, 2019	SELL	$38.57 - $44.2 $12,072 - $13,834	-313 Reduced 4.62%	6,466 $266,000
Q2 2018 Aug 10, 2018	BUY	$46.57 - $50.51 $44,381 - $48,136	953 Added 16.36%	6,779 $320,000
Q1 2018 May 15, 2018	BUY	$47.3 - $55.62 $22,893 - $26,920	484 Added 9.06%	5,826 $286,000
Q4 2017 Feb 12, 2018	BUY	$48.05 - $51.66 $30,319 - $32,597	631 Added 13.39%	5,342 $276,000
Q3 2017 Oct 27, 2017	BUY	$47.21 - $50.8 $94 - $101	2 Added 0.04%	4,711 $233,000
Q2 2017 Aug 14, 2017	BUY	N/A	4,709	4,709 $222,000

486

49.9M

2.49M

1.57M

Ticker HSBC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,993,609,984
Market Cap $209B
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...

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.