Institute for Wealth Management’s HDFC Bank HDB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
4,573
-208
-4% -$15.9K 0.04% 391
2025
Q1
$318K Sell
4,781
-229
-5% -$15.2K 0.04% 400
2024
Q4
$320K Sell
5,010
-370
-7% -$23.6K 0.04% 385
2024
Q3
$337K Sell
5,380
-200
-4% -$12.5K 0.04% 387
2024
Q2
$359K Buy
5,580
+876
+19% +$56.4K 0.05% 353
2024
Q1
$263K Buy
+4,704
New +$263K 0.03% 415