Congress Wealth Management’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
$611K Sell
7,967
-7,028
-47% -$539K 0.01% 861
2025
Q1
$996K Sell
14,995
-3,178
-17% -$211K 0.01% 636
2024
Q4
$1.16M Sell
18,173
-2,263
-11% -$145K 0.02% 497
2024
Q3
$1.28M Buy
20,436
+1,306
+7% +$81.7K 0.02% 480
2024
Q2
$1.23M Sell
19,130
-208
-1% -$13.4K 0.02% 402
2024
Q1
$1.08M Sell
19,338
-5,836
-23% -$327K 0.02% 370
2023
Q4
$1.69M Sell
25,174
-3,947
-14% -$265K 0.03% 335
2023
Q3
$1.72M Buy
29,121
+6,008
+26% +$355K 0.04% 316
2023
Q2
$1.61M Buy
23,113
+122
+0.5% +$8.5K 0.04% 291
2023
Q1
$1.53M Buy
22,991
+2,831
+14% +$189K 0.04% 299
2022
Q4
$1.38M Sell
20,160
-665
-3% -$45.5K 0.04% 304
2022
Q3
$1.22M Sell
20,825
-4,655
-18% -$272K 0.03% 316
2022
Q2
$1.4M Sell
25,480
-453
-2% -$24.9K 0.04% 308
2022
Q1
$1.59M Buy
25,933
+792
+3% +$48.6K 0.03% 307
2021
Q4
$1.64M Buy
+25,141
New +$1.64M 0.03% 322