Asset Dedication LLC’s HDFC Bank HDB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.4K	Hold	305	–	–	﹤0.01%	661
2025 Q1	$20.3K	Buy	305 +11	+4%	+$731	﹤0.01%	645
2024 Q4	$18.8K	Hold	294	–	–	﹤0.01%	665
2024 Q3	$18.4K	Hold	294	–	–	﹤0.01%	705
2024 Q2	$18.9K	Hold	294	–	–	﹤0.01%	692
2024 Q1	$16K	Hold	294	–	–	﹤0.01%	619
2023 Q4	$20K	Hold	294	–	–	﹤0.01%	572
2023 Q3	$17K	Hold	294	–	–	﹤0.01%	595
2023 Q2	$20K	Hold	294	–	–	﹤0.01%	557
2023 Q1	$20K	Hold	294	–	–	﹤0.01%	556
2022 Q4	$20K	Hold	294	–	–	﹤0.01%	550
2022 Q3	$17K	Hold	294	–	–	﹤0.01%	545
2022 Q2	$16K	Hold	294	–	–	﹤0.01%	310
2022 Q1	$18K	Hold	294	–	–	﹤0.01%	571
2021 Q4	$19K	Hold	294	–	–	﹤0.01%	547
2021 Q3	$21K	Hold	294	–	–	﹤0.01%	550
2021 Q2	$21K	Hold	294	–	–	﹤0.01%	517
2021 Q1	$23K	Sell	294 -246	-46%	-$19.2K	0.01%	417
2020 Q4	$39K	Hold	540	–	–	0.01%	384
2020 Q3	$27K	Hold	540	–	–	0.01%	398
2020 Q2	$25K	Hold	540	–	–	0.01%	375
2020 Q1	$21K	Hold	540	–	–	0.01%	389
2019 Q4	$34K	Hold	540	–	–	0.01%	331
2019 Q3	$31K	Hold	540	–	–	0.01%	333
2019 Q2	$35K	Hold	540	–	–	0.01%	306
2019 Q1	$31K	Hold	540	–	–	0.01%	321
2018 Q4	$28K	Hold	540	–	–	0.01%	316
2018 Q3	$25K	Hold	540	–	–	0.01%	329
2018 Q2	$28K	Hold	540	–	–	0.01%	331
2018 Q1	$27K	Hold	540	–	–	0.01%	285
2017 Q4	$27K	Hold	540	–	–	0.01%	280
2017 Q3	$26K	Hold	540	–	–	0.01%	238
2017 Q2	$23K	Hold	540	–	–	0.01%	251
2017 Q1	$20K	Hold	540	–	–	0.01%	258
2016 Q4	$16K	Hold	540	–	–	0.01%	269
2016 Q3	$19K	Sell	540 -540	-50%	-$19K	0.01%	255
2016 Q2	$36K	Hold	1,080	–	–	0.03%	206
2016 Q1	$33K	Sell	1,080 -514	-32%	-$15.7K	0.02%	206
2015 Q4	$49K	Buy	+1,594	New	+$49K	0.03%	236