MGWM
Marks Group Wealth Management’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
18,710
+2,062
| +12% | +$158K | 0.13% | 148 |
|
|
2025
Q1 | $1.11M | Sell |
16,648
-875
| -5% | -$58.1K | 0.11% | 175 |
|
|
2024
Q4 | $1.12M | Sell |
17,523
-4,074
| -19% | -$260K | 0.11% | 165 |
|
|
2024
Q3 | $1.35M | Buy |
21,597
+8,335
| +63% | +$521K | 0.13% | 152 |
|
|
2024
Q2 | $853K | Buy |
13,262
+5,312
| +67% | +$342K | 0.09% | 177 |
|
|
2024
Q1 | $445K | Sell |
7,950
-382
| -5% | -$21.4K | 0.05% | 228 |
|
|
2023
Q4 | $559K | Buy |
8,332
+2,528
| +44% | +$170K | 0.06% | 209 |
|
|
2023
Q3 | $342K | Sell |
5,804
-21
| -0.4% | -$1.24K | 0.04% | 232 |
|
|
2023
Q2 | $406K | Sell |
5,825
-20
| -0.3% | -$1.39K | 0.05% | 225 |
|
|
2023
Q1 | $390K | Buy |
5,845
+673
| +13% | +$44.9K | 0.05% | 228 |
|
|
2022
Q4 | $354K | Sell |
5,172
-278
| -5% | -$19K | 0.05% | 232 |
|
|
2022
Q3 | $318K | Buy |
5,450
+228
| +4% | +$13.3K | 0.05% | 233 |
|
|
2022
Q2 | $287K | Buy |
5,222
+640
| +14% | +$35.2K | 0.04% | 249 |
|
|
2022
Q1 | $281K | Sell |
4,582
-932
| -17% | -$57.2K | 0.04% | 274 |
|
|
2021
Q4 | $350K | Buy |
5,514
+1,080
| +24% | +$68.6K | 0.04% | 260 |
|
|
2021
Q3 | $321K | Buy |
4,434
+750
| +20% | +$54.3K | 0.04% | 238 |
|
|
2021
Q2 | $270K | Buy |
3,684
+135
| +4% | +$9.89K | 0.04% | 222 |
|
|
2021
Q1 | $276K | Buy |
3,549
+160
| +5% | +$12.4K | 0.04% | 216 |
|
|
2020
Q4 | $245K | Buy |
+3,389
| New | +$245K | 0.04% | 228 |
|