BSW Wealth Partners’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
$554K Sell
7,227
-319
-4% -$24.5K 0.08% 148
2025
Q1
$501K Sell
7,546
-649
-8% -$43.1K 0.08% 153
2024
Q4
$523K Buy
8,195
+464
+6% +$29.6K 0.08% 153
2024
Q3
$484K Buy
7,731
+2,934
+61% +$184K 0.07% 155
2024
Q2
$309K Buy
+4,797
New +$309K 0.05% 204
2024
Q1
Sell
-5,980
Closed -$401K 308
2023
Q4
$401K Buy
5,980
+843
+16% +$56.6K 0.08% 147
2023
Q3
$303K Buy
+5,137
New +$303K 0.07% 174