LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
192,957
-4,339
| -2% | -$333K | 0.13% | 65 |
|
|
2025
Q1 | $14.3M | Sell |
197,296
-14,762
| -7% | -$1.07M | 0.14% | 64 |
|
|
2024
Q4 | $12.5M | Sell |
212,058
-8,096
| -4% | -$475K | 0.11% | 68 |
|
|
2024
Q3 | $14.1M | Sell |
220,154
-80,881
| -27% | -$5.2M | 0.13% | 65 |
|
|
2024
Q2 | $18.3M | Sell |
301,035
-91,352
| -23% | -$5.57M | 0.17% | 61 |
|
|
2024
Q1 | $22.9M | Sell |
392,387
-232,805
| -37% | -$13.6M | 0.23% | 57 |
|
|
2023
Q4 | $34.7M | Sell |
625,192
-5,847
| -0.9% | -$324K | 0.34% | 54 |
|
|
2023
Q3 | $36.5M | Sell |
631,039
-5,421
| -0.9% | -$313K | 0.41% | 48 |
|
|
2023
Q2 | $44.4M | Sell |
636,460
-11,320
| -2% | -$789K | 0.47% | 49 |
|
|
2023
Q1 | $43.2M | Sell |
647,780
-1,178
| -0.2% | -$78.5K | 0.49% | 46 |
|
|
2022
Q4 | $44.4M | Sell |
648,958
-5,195
| -0.8% | -$355K | 0.55% | 46 |
|
|
2022
Q3 | $38.2M | Sell |
654,153
-76,533
| -10% | -$4.47M | 0.5% | 45 |
|
|
2022
Q2 | $40.2M | Sell |
730,686
-137,252
| -16% | -$7.54M | 0.49% | 47 |
|
|
2022
Q1 | $53.2M | Sell |
867,938
-148,696
| -15% | -$9.12M | 0.55% | 43 |
|
|
2021
Q4 | $66.2M | Sell |
1,016,634
-69,974
| -6% | -$4.55M | 0.61% | 39 |
|
|
2021
Q3 | $79.4M | Sell |
1,086,608
-24,418
| -2% | -$1.78M | 0.79% | 36 |
|
|
2021
Q2 | $81.2M | Sell |
1,111,026
-4,006
| -0.4% | -$293K | 0.82% | 37 |
|
|
2021
Q1 | $86.6M | Sell |
1,115,032
-8,144
| -0.7% | -$633K | 0.96% | 33 |
|
|
2020
Q4 | $81.2M | Buy |
1,123,176
+23,405
| +2% | +$1.69M | 0.91% | 35 |
|
|
2020
Q3 | $54.9M | Sell |
1,099,771
-43,473
| -4% | -$2.17M | 0.69% | 39 |
|
|
2020
Q2 | $52M | Sell |
1,143,244
-191,166
| -14% | -$8.69M | 0.72% | 36 |
|
|
2020
Q1 | $51.3M | Sell |
1,334,410
-37,130
| -3% | -$1.43M | 0.86% | 34 |
|
|
2019
Q4 | $86.9M | Buy |
1,371,540
+15,270
| +1% | +$968K | 1.17% | 28 |
|
|
2019
Q3 | $77.4M | Buy |
1,356,270
+693,728
| +105% | +$39.6M | 1.12% | 28 |
|
|
2019
Q2 | $86.2M | Buy |
662,542
+22,061
| +3% | +$2.87M | 1.25% | 27 |
|
|
2019
Q1 | $74.2M | Buy |
640,481
+118,698
| +23% | +$13.8M | 1.13% | 30 |
|
|
2018
Q4 | $54.1M | Buy |
521,783
+179,940
| +53% | +$18.6M | 0.98% | 33 |
|
|
2018
Q3 | $32.2M | Buy |
341,843
+92,707
| +37% | +$8.72M | 0.51% | 47 |
|
|
2018
Q2 | $26.2M | Sell |
249,136
-5,668
| -2% | -$595K | 0.45% | 52 |
|
|
2018
Q1 | $25.2M | Buy |
254,804
+74
| +0% | +$7.31K | 0.46% | 52 |
|
|
2017
Q4 | $25.9M | Buy |
254,730
+2,495
| +1% | +$254K | 0.48% | 49 |
|
|
2017
Q3 | $24.3M | Buy |
252,235
+512
| +0.2% | +$49.3K | 0.47% | 49 |
|
|
2017
Q2 | $24.4M | Buy |
251,723
+4,975
| +2% | +$481K | 0.48% | 49 |
|
|
2017
Q1 | $18.6M | Buy |
246,748
+29
| +0% | +$2.18K | 0.39% | 56 |
|
|
2016
Q4 | $15M | Sell |
246,719
-3,036
| -1% | -$184K | 0.33% | 64 |
|
|
2016
Q3 | $18M | Sell |
249,755
-198
| -0.1% | -$14.2K | 0.41% | 55 |
|
|
2016
Q2 | $16.6M | Buy |
249,953
+4,260
| +2% | +$283K | 0.38% | 55 |
|
|
2016
Q1 | $15.1M | Sell |
245,693
-1,895
| -0.8% | -$117K | 0.36% | 57 |
|
|
2015
Q4 | $15.3M | Buy |
247,588
+10,054
| +4% | +$619K | 0.38% | 54 |
|
|
2015
Q3 | $14.4M | Hold |
237,534
| – | – | 0.37% | 54 |
|
|
2015
Q2 | $14.4M | Buy |
237,534
+540
| +0.2% | +$32.7K | 0.37% | 54 |
|
|
2015
Q1 | $14M | Sell |
236,994
-100,134
| -30% | -$5.9M | 0.35% | 57 |
|
|
2014
Q4 | $17.1M | Sell |
337,128
-5,735
| -2% | -$291K | 0.44% | 53 |
|
|
2014
Q3 | $16M | Sell |
342,863
-2,944
| -0.9% | -$137K | 0.43% | 53 |
|
|
2014
Q2 | $16.2M | Buy |
345,807
+69,050
| +25% | +$3.23M | 0.44% | 54 |
|
|
2014
Q1 | $11.4M | Sell |
276,757
-2,415
| -0.9% | -$99.1K | 0.31% | 61 |
|
|
2013
Q4 | $9.62M | Buy |
279,172
+17,555
| +7% | +$605K | 0.27% | 66 |
|
|
2013
Q3 | $8.05M | Buy |
261,617
+27,608
| +12% | +$850K | 0.25% | 73 |
|
|
2013
Q2 | $8.48M | Buy |
+234,009
| New | +$8.48M | 0.27% | 70 |
|