GWM
GSB Wealth Management’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Hold |
8,795
| – | – | 0.17% | 124 |
|
|
2025
Q1 | $584K | Sell |
8,795
-15
| -0.2% | -$997 | 0.15% | 127 |
|
|
2024
Q4 | $563K | Sell |
8,810
-530
| -6% | -$33.8K | 0.15% | 134 |
|
|
2024
Q3 | $584K | Sell |
9,340
-500
| -5% | -$31.3K | 0.15% | 131 |
|
|
2024
Q2 | $633K | Sell |
9,840
-500
| -5% | -$32.2K | 0.17% | 127 |
|
|
2024
Q1 | $579K | Sell |
10,340
-565
| -5% | -$31.6K | 0.16% | 133 |
|
|
2023
Q4 | $732K | Sell |
10,905
-2,670
| -20% | -$179K | 0.23% | 110 |
|
|
2023
Q3 | $801K | Buy |
13,575
+253
| +2% | +$14.9K | 0.27% | 102 |
|
|
2023
Q2 | $929K | Sell |
13,322
-825
| -6% | -$57.5K | 0.3% | 99 |
|
|
2023
Q1 | $943K | Sell |
14,147
-2,571
| -15% | -$171K | 0.31% | 105 |
|
|
2022
Q4 | $1.14M | Sell |
16,718
-8,595
| -34% | -$588K | 0.41% | 90 |
|
|
2022
Q3 | $1.48M | Sell |
25,313
-985
| -4% | -$57.6K | 0.54% | 70 |
|
|
2022
Q2 | $1.45M | Sell |
26,298
-3,002
| -10% | -$165K | 0.49% | 75 |
|
|
2022
Q1 | $1.8M | Sell |
29,300
-25
| -0.1% | -$1.53K | 0.52% | 65 |
|
|
2021
Q4 | $1.91M | Sell |
29,325
-2,550
| -8% | -$166K | 0.55% | 59 |
|
|
2021
Q3 | $2.33M | Sell |
31,875
-200
| -0.6% | -$14.6K | 1.2% | 22 |
|
|
2021
Q2 | $2.35M | Buy |
32,075
+2,615
| +9% | +$191K | 0.73% | 38 |
|
|
2021
Q1 | $2.29M | Buy |
+29,460
| New | +$2.29M | 0.76% | 42 |
|