LWAM
Legacy Wealth Asset Management’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
30,321
-6,519
| -18% | -$500K | 0.59% | 33 |
|
|
2025
Q1 | $2.45M | Buy |
36,840
+1,138
| +3% | +$75.6K | 0.68% | 23 |
|
|
2024
Q4 | $2.28M | Sell |
35,702
-365
| -1% | -$23.3K | 0.62% | 27 |
|
|
2024
Q3 | $2.26M | Sell |
36,067
-984
| -3% | -$61.6K | 0.61% | 36 |
|
|
2024
Q2 | $2.38M | Buy |
37,051
+2,048
| +6% | +$132K | 0.67% | 23 |
|
|
2024
Q1 | $1.96M | Buy |
35,003
+6,857
| +24% | +$384K | 0.55% | 42 |
|
|
2023
Q4 | $1.89M | Sell |
28,146
-96
| -0.3% | -$6.44K | 0.62% | 36 |
|
|
2023
Q3 | $1.67M | Sell |
28,242
-1,777
| -6% | -$105K | 0.61% | 40 |
|
|
2023
Q2 | $2.09M | Buy |
30,019
+203
| +0.7% | +$14.1K | 0.73% | 22 |
|
|
2023
Q1 | $1.99M | Buy |
29,816
+536
| +2% | +$35.7K | 0.72% | 23 |
|
|
2022
Q4 | $2M | Buy |
29,280
+24,618
| +528% | +$1.68M | 0.76% | 20 |
|
|
2022
Q3 | $272K | Sell |
4,662
-20,401
| -81% | -$1.19M | 0.12% | 275 |
|
|
2022
Q2 | $1.38M | Buy |
25,063
+2,429
| +11% | +$133K | 0.56% | 36 |
|
|
2022
Q1 | $1.39M | Buy |
22,634
+2,551
| +13% | +$156K | 0.49% | 51 |
|
|
2021
Q4 | $1.31M | Sell |
20,083
-345
| -2% | -$22.5K | 0.44% | 50 |
|
|
2021
Q3 | $1.49M | Sell |
20,428
-396
| -2% | -$28.9K | 0.68% | 17 |
|
|
2021
Q2 | $1.52M | Sell |
20,824
-3,540
| -15% | -$259K | 0.68% | 15 |
|
|
2021
Q1 | $1.89M | Sell |
24,364
-529
| -2% | -$41.1K | 0.87% | 12 |
|
|
2020
Q4 | $1.8M | Buy |
+24,893
| New | +$1.8M | 0.91% | 13 |
|