JSA
Jacobson & Schmitt Advisors’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
193,834
+25,690
| +15% | +$1.97M | 2.63% | 14 |
|
|
2025
Q1 | $11.2M | Buy |
168,144
+4,872
| +3% | +$324K | 2.28% | 21 |
|
|
2024
Q4 | $10.4M | Buy |
163,272
+4,580
| +3% | +$292K | 2.02% | 25 |
|
|
2024
Q3 | $9.93M | Buy |
158,692
+7,388
| +5% | +$462K | 2.04% | 25 |
|
|
2024
Q2 | $9.73M | Buy |
151,304
+9,933
| +7% | +$639K | 2.21% | 24 |
|
|
2024
Q1 | $7.91M | Buy |
141,371
+18,400
| +15% | +$1.03M | 1.87% | 28 |
|
|
2023
Q4 | $8.25M | Buy |
122,971
+6,605
| +6% | +$443K | 2.09% | 23 |
|
|
2023
Q3 | $6.87M | Buy |
116,366
+1,226
| +1% | +$72.3K | 1.95% | 24 |
|
|
2023
Q2 | $8.03M | Sell |
115,140
-1,243
| -1% | -$86.6K | 2.28% | 22 |
|
|
2023
Q1 | $7.76M | Sell |
116,383
-33,282
| -22% | -$2.22M | 2.23% | 23 |
|
|
2022
Q4 | $8.74M | Hold |
149,665
| – | – | 2.79% | 17 |
|
|
2022
Q3 | $8.74M | Buy |
149,665
+3,489
| +2% | +$204K | 2.79% | 17 |
|
|
2022
Q2 | $8.03M | Buy |
146,176
+3,196
| +2% | +$176K | 2.5% | 20 |
|
|
2022
Q1 | $8.77M | Buy |
142,980
+6,279
| +5% | +$385K | 2.28% | 21 |
|
|
2021
Q4 | $8.9M | Buy |
136,701
+5,635
| +4% | +$367K | 2.15% | 24 |
|
|
2021
Q3 | $9.58M | Buy |
131,066
+448
| +0.3% | +$32.7K | 2.64% | 20 |
|
|
2021
Q2 | $9.55M | Sell |
130,618
-3,735
| -3% | -$273K | 2.7% | 18 |
|
|
2021
Q1 | $10.4M | Buy |
134,353
+3,486
| +3% | +$271K | 3.38% | 14 |
|
|
2020
Q4 | $9.46M | Buy |
130,867
+2,106
| +2% | +$152K | 3.21% | 16 |
|
|
2020
Q3 | $6.43M | Buy |
128,761
+4,253
| +3% | +$212K | 2.45% | 21 |
|
|
2020
Q2 | $5.66M | Buy |
124,508
+12,154
| +11% | +$553K | 2.43% | 21 |
|
|
2020
Q1 | $4.32M | Sell |
112,354
-6,186
| -5% | -$238K | 2.45% | 24 |
|
|
2019
Q4 | $7.51M | Sell |
118,540
-3,168
| -3% | -$201K | 3.74% | 9 |
|
|
2019
Q3 | $6.94M | Buy |
121,708
+62,298
| +105% | +$3.55M | 3.88% | 9 |
|
|
2019
Q2 | $7.73M | Buy |
59,410
+2,381
| +4% | +$310K | 4.48% | 8 |
|
|
2019
Q1 | $6.61M | Buy |
57,029
+3,750
| +7% | +$435K | 4.12% | 11 |
|
|
2018
Q4 | $5.52M | Buy |
53,279
+398
| +0.8% | +$41.2K | 3.98% | 8 |
|
|
2018
Q3 | $4.98M | Buy |
52,881
+687
| +1% | +$64.6K | 3.11% | 17 |
|
|
2018
Q2 | $5.48M | Buy |
52,194
+1,287
| +3% | +$135K | 3.63% | 10 |
|
|
2018
Q1 | $5.03M | Sell |
50,907
-293
| -0.6% | -$28.9K | 3.4% | 12 |
|
|
2017
Q4 | $5.21M | Buy |
51,200
+17,502
| +52% | +$1.78M | 3.52% | 13 |
|
|
2017
Q3 | $3.25M | Buy |
+33,698
| New | +$3.25M | 2.16% | 25 |
|