GeoWealth 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
$303K Sell
3,948
-47
-1% -$3.6K 0.01% 539
2025
Q1
$265K Sell
3,995
-693
-15% -$46K 0.01% 584
2024
Q4
$299K Buy
4,688
+1,280
+38% +$81.7K 0.01% 622
2024
Q3
$213K Buy
+3,408
New +$213K 0.01% 700
2024
Q1
Sell
-6,180
Closed -$415K 872
2023
Q4
$415K Buy
+6,180
New +$415K 0.03% 362