Carson Wealth (CWM LLC)’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
3,972
-16
| -0.4% | -$1.23K | ﹤0.01% | 1854 |
|
|
2025
Q1 | $265K | Sell |
3,988
-53
| -1% | -$3.52K | ﹤0.01% | 1744 |
|
|
2024
Q4 | $258K | Buy |
4,041
+947
| +31% | +$60.5K | ﹤0.01% | 1677 |
|
|
2024
Q3 | $194K | Buy |
3,094
+2,978
| +2,567% | +$187K | ﹤0.01% | 1769 |
|
|
2024
Q2 | $7K | Buy |
116
+29
| +33% | +$1.75K | ﹤0.01% | 3709 |
|
|
2024
Q1 | $5K | Sell |
87
-145
| -63% | -$8.33K | ﹤0.01% | 3658 |
|
|
2023
Q4 | $16K | Sell |
232
-172
| -43% | -$11.9K | ﹤0.01% | 2903 |
|
|
2023
Q3 | $24K | Sell |
404
-40
| -9% | -$2.38K | ﹤0.01% | 2561 |
|
|
2023
Q2 | $31K | Sell |
444
-13
| -3% | -$908 | ﹤0.01% | 2337 |
|
|
2023
Q1 | $30K | Sell |
457
-237
| -34% | -$15.6K | ﹤0.01% | 2222 |
|
|
2022
Q4 | $47K | Buy |
694
+36
| +5% | +$2.44K | ﹤0.01% | 1778 |
|
|
2022
Q3 | $38K | Sell |
658
-8,803
| -93% | -$508K | ﹤0.01% | 1798 |
|
|
2022
Q2 | $520K | Sell |
9,461
-1,956
| -17% | -$108K | ﹤0.01% | 722 |
|
|
2022
Q1 | $700K | Sell |
11,417
-3,984
| -26% | -$244K | 0.01% | 641 |
|
|
2021
Q4 | $1M | Buy |
+15,401
| New | +$1M | 0.01% | 575 |
|
|
2021
Q2 | $1.31M | Hold |
17,933
| – | – | 0.01% | 519 |
|
|
2021
Q1 | $1.31M | Hold |
17,933
| – | – | 0.01% | 519 |
|
|
2020
Q4 | $1.31M | Hold |
17,933
| – | – | 0.01% | 519 |
|
|
2020
Q3 | $1.31M | Hold |
17,933
| – | – | 0.01% | 519 |
|
|
2020
Q2 | $1.31M | Hold |
17,933
| – | – | 0.01% | 519 |
|
|
2020
Q1 | $1.31M | Hold |
17,933
| – | – | 0.01% | 519 |
|
|
2019
Q4 | $1.31M | Hold |
17,933
| – | – | 0.01% | 519 |
|
|
2019
Q3 | $1.31M | Sell |
17,933
-17,933
| -50% | -$1.31M | 0.01% | 519 |
|
|
2019
Q2 | $1.31M | Hold |
35,866
| – | – | 0.01% | 519 |
|
|
2019
Q1 | $1.31M | Buy |
35,866
+35,344
| +6,771% | +$1.29M | 0.01% | 519 |
|
|
2018
Q4 | $27K | Buy |
522
+200
| +62% | +$10.3K | ﹤0.01% | 1043 |
|
|
2018
Q3 | $15K | Buy |
322
+172
| +115% | +$8.01K | ﹤0.01% | 1031 |
|
|
2018
Q2 | $8K | Buy |
150
+62
| +70% | +$3.31K | ﹤0.01% | 1062 |
|
|
2018
Q1 | $4K | Buy |
88
+14
| +19% | +$636 | ﹤0.01% | 1047 |
|
|
2017
Q4 | $4K | Hold |
74
| – | – | ﹤0.01% | 1133 |
|
|
2017
Q3 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 1135 |
|
|
2017
Q1 | – | Sell |
-76
| Closed | -$2K | – | 1229 |
|
|
2016
Q4 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 981 |
|