Mount Yale Investment 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 | $308K | Sell |
4,018
-1,563
| -28% | -$120K | 0.02% | 442 |
|
|
2025
Q1 | $371K | Sell |
5,581
-571
| -9% | -$37.9K | 0.03% | 386 |
|
|
2024
Q4 | $393K | Sell |
6,152
-219
| -3% | -$14K | 0.03% | 380 |
|
|
2024
Q3 | $399K | Buy |
6,371
+257
| +4% | +$16.1K | 0.04% | 375 |
|
|
2024
Q2 | $393K | Buy |
6,114
+322
| +6% | +$20.7K | 0.03% | 386 |
|
|
2024
Q1 | $324K | Sell |
5,792
-279
| -5% | -$15.6K | 0.02% | 431 |
|
|
2023
Q4 | $407K | Buy |
6,071
+980
| +19% | +$65.8K | 0.04% | 357 |
|
|
2023
Q3 | $300K | Buy |
5,091
+1,191
| +31% | +$70.3K | 0.03% | 391 |
|
|
2023
Q2 | $272K | Buy |
3,900
+74
| +2% | +$5.16K | 0.03% | 411 |
|
|
2023
Q1 | $255K | Buy |
3,826
+302
| +9% | +$20.1K | 0.03% | 415 |
|
|
2022
Q4 | $241K | Buy |
+3,524
| New | +$241K | 0.03% | 398 |
|
|
2022
Q3 | – | Sell |
-4,017
| Closed | -$221K | – | 458 |
|
|
2022
Q2 | $221K | Buy |
+4,017
| New | +$221K | 0.03% | 419 |
|
|
2021
Q4 | – | Sell |
-41,421
| Closed | -$3.03M | – | 467 |
|
|
2021
Q3 | $3.03M | Sell |
41,421
-677
| -2% | -$49.5K | 0.35% | 71 |
|
|
2021
Q2 | $3.08M | Sell |
42,098
-12,565
| -23% | -$919K | 0.37% | 64 |
|
|
2021
Q1 | $4.25M | Buy |
54,663
+1,533
| +3% | +$119K | 0.55% | 43 |
|
|
2020
Q4 | $3.84M | Buy |
53,130
+16,002
| +43% | +$1.16M | 0.54% | 48 |
|
|
2020
Q3 | $1.86M | Buy |
37,128
+1,576
| +4% | +$78.7K | 0.26% | 83 |
|
|
2020
Q2 | $1.62M | Sell |
35,552
-970
| -3% | -$44.1K | 0.29% | 84 |
|
|
2020
Q1 | $1.41M | Sell |
36,522
-11,560
| -24% | -$445K | 0.32% | 79 |
|
|
2019
Q4 | $2.75M | Sell |
48,082
-1,283
| -3% | -$73.5K | 0.48% | 47 |
|
|
2019
Q3 | $3.04M | Sell |
49,365
-2,131
| -4% | -$131K | 0.54% | 41 |
|
|
2019
Q2 | $2.86M | Sell |
51,496
-5,994
| -10% | -$332K | 0.53% | 43 |
|
|
2019
Q1 | $3.33M | Sell |
57,490
-2,710
| -5% | -$157K | 0.62% | 39 |
|
|
2018
Q4 | $3.03M | Sell |
60,200
-10,560
| -15% | -$531K | 0.61% | 36 |
|
|
2018
Q3 | $3.27M | Sell |
70,760
-10,952
| -13% | -$505K | 0.57% | 40 |
|
|
2018
Q2 | $4.29M | Sell |
81,712
-420
| -0.5% | -$22.1K | 0.81% | 31 |
|
|
2018
Q1 | $4.06M | Buy |
+82,132
| New | +$4.06M | 0.87% | 29 |
|