J.P. Morgan Private Wealth Advisors’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.33M | Buy |
56,369
+11,108
| +25% | +$655K | 0.01% | 601 |
|
|
2023
Q2 | $3.15M | Sell |
45,261
-33,206
| -42% | -$2.31M | 0.02% | 437 |
|
|
2023
Q1 | $5.23M | Buy |
78,467
+2,684
| +4% | +$179K | 0.01% | 573 |
|
|
2022
Q4 | $5.18M | Buy |
75,783
+17,793
| +31% | +$1.22M | 0.01% | 570 |
|
|
2022
Q3 | $3.39M | Buy |
57,990
+2,822
| +5% | +$165K | 0.01% | 671 |
|
|
2022
Q2 | $3.03M | Sell |
55,168
-366
| -0.7% | -$20.1K | 0.01% | 710 |
|
|
2022
Q1 | $3.41M | Buy |
55,534
+2,882
| +5% | +$177K | 0.01% | 722 |
|
|
2021
Q4 | $3.43M | Sell |
52,652
-128,065
| -71% | -$8.33M | 0.01% | 723 |
|
|
2021
Q3 | $13.2M | Buy |
180,717
+13,566
| +8% | +$992K | 0.03% | 379 |
|
|
2021
Q2 | $12.2M | Sell |
167,151
-4,034
| -2% | -$295K | 0.03% | 391 |
|
|
2021
Q1 | $13.3M | Sell |
171,185
-4,051
| -2% | -$315K | 0.04% | 336 |
|
|
2020
Q4 | $12.7M | Buy |
175,236
+39,853
| +29% | +$2.88M | 0.04% | 331 |
|
|
2020
Q3 | $6.76M | Buy |
135,383
+31,327
| +30% | +$1.57M | 0.03% | 386 |
|
|
2020
Q2 | $4.73M | Sell |
104,056
-2,692
| -3% | -$122K | 0.02% | 377 |
|
|
2020
Q1 | $4.11M | Buy |
106,748
+15,168
| +17% | +$583K | 0.02% | 389 |
|
|
2019
Q4 | $5.8M | Buy |
91,580
+289
| +0.3% | +$18.3K | 0.03% | 395 |
|
|
2019
Q3 | $5.21M | Buy |
91,291
+25,049
| +38% | +$1.43M | 0.03% | 396 |
|
|
2019
Q2 | $4.31M | Buy |
66,242
+820
| +1% | +$53.3K | 0.02% | 415 |
|
|
2019
Q1 | $3.79M | Buy |
65,422
+9,536
| +17% | +$553K | 0.02% | 468 |
|
|
2018
Q4 | $2.9M | Buy |
55,886
+4,028
| +8% | +$209K | 0.02% | 487 |
|
|
2018
Q3 | $2.44M | Buy |
51,858
+7,802
| +18% | +$367K | 0.01% | 582 |
|
|
2018
Q2 | $2.31M | Buy |
44,056
+5,074
| +13% | +$266K | 0.01% | 573 |
|
|
2018
Q1 | $1.93M | Buy |
38,982
+7,542
| +24% | +$372K | 0.01% | 493 |
|
|
2017
Q4 | $1.6M | Sell |
31,440
-3,406
| -10% | -$173K | 0.01% | 533 |
|
|
2017
Q3 | $1.68M | Buy |
34,846
+4,558
| +15% | +$220K | 0.01% | 504 |
|
|
2017
Q2 | $1.32M | Buy |
30,288
+7,308
| +32% | +$318K | 0.01% | 548 |
|
|
2017
Q1 | $864K | Sell |
22,980
-584
| -2% | -$22K | 0.01% | 683 |
|
|
2016
Q4 | $715K | Sell |
23,564
-1,256
| -5% | -$38.1K | 0.01% | 696 |
|
|
2016
Q3 | $892K | Buy |
24,820
+1,208
| +5% | +$43.4K | 0.01% | 617 |
|
|
2016
Q2 | $783K | Buy |
23,612
+642
| +3% | +$21.3K | 0.01% | 656 |
|
|
2016
Q1 | $708K | Sell |
22,970
-4,960
| -18% | -$153K | 0.01% | 643 |
|
|
2015
Q4 | $860K | Sell |
27,930
-10,558
| -27% | -$325K | 0.01% | 555 |
|
|
2015
Q3 | $1.18M | Sell |
38,488
-4,200
| -10% | -$128K | 0.01% | 431 |
|
|
2015
Q2 | $1.29M | Buy |
42,688
+50
| +0.1% | +$1.51K | 0.01% | 450 |
|
|
2015
Q1 | $1.26M | Buy |
42,638
+6,534
| +18% | +$192K | 0.01% | 472 |
|
|
2014
Q4 | $916K | Buy |
36,104
+80
| +0.2% | +$2.03K | 0.01% | 549 |
|
|
2014
Q3 | $839K | Buy |
36,024
+1,880
| +6% | +$43.8K | 0.01% | 552 |
|
|
2014
Q2 | $799K | Sell |
34,144
-3,344
| -9% | -$78.3K | 0.01% | 455 |
|
|
2014
Q1 | $769K | Buy |
37,488
+23,558
| +169% | +$483K | 0.01% | 456 |
|
|
2013
Q4 | $240K | Buy |
+13,930
| New | +$240K | ﹤0.01% | 572 |
|