JFS Wealth Advisors’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 | $82.2K | Buy |
1,072
+47
| +5% | +$3.6K | 0.01% | 399 |
|
|
2025
Q1 | $68.1K | Buy |
1,025
+7
| +0.7% | +$465 | ﹤0.01% | 421 |
|
|
2024
Q4 | $65K | Buy |
1,018
+351
| +53% | +$22.4K | ﹤0.01% | 417 |
|
|
2024
Q3 | $41.7K | Buy |
667
+275
| +70% | +$17.2K | ﹤0.01% | 500 |
|
|
2024
Q2 | $25.2K | Buy |
392
+265
| +209% | +$17K | ﹤0.01% | 557 |
|
|
2024
Q1 | $7.11K | Sell |
127
-197
| -61% | -$11K | ﹤0.01% | 943 |
|
|
2023
Q4 | $21.7K | Buy |
324
+40
| +14% | +$2.68K | ﹤0.01% | 568 |
|
|
2023
Q3 | $16.8K | Hold |
284
| – | – | ﹤0.01% | 586 |
|
|
2023
Q2 | $19.8K | Hold |
284
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $18.9K | Hold |
284
| – | – | ﹤0.01% | 551 |
|
|
2022
Q4 | $19.4K | Hold |
284
| – | – | ﹤0.01% | 541 |
|
|
2022
Q3 | $17K | Hold |
284
| – | – | ﹤0.01% | 605 |
|
|
2022
Q2 | $16K | Sell |
284
-26
| -8% | -$1.47K | ﹤0.01% | 632 |
|
|
2022
Q1 | $19K | Sell |
310
-110
| -26% | -$6.74K | ﹤0.01% | 619 |
|
|
2021
Q4 | $27K | Sell |
420
-114
| -21% | -$7.33K | ﹤0.01% | 518 |
|
|
2021
Q3 | $39K | Buy |
534
+424
| +385% | +$31K | ﹤0.01% | 451 |
|
|
2021
Q2 | $8K | Hold |
110
| – | – | ﹤0.01% | 465 |
|
|
2021
Q1 | $9K | Hold |
110
| – | – | ﹤0.01% | 426 |
|
|
2020
Q4 | $8K | Hold |
110
| – | – | ﹤0.01% | 433 |
|
|
2020
Q3 | $5K | Buy |
+110
| New | +$5K | ﹤0.01% | 445 |
|
|
2019
Q2 | – | Sell |
-88
| Closed | -$5K | – | 470 |
|
|
2019
Q1 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 390 |
|