Pinnacle Wealth Planning Services’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 | $267K | Buy |
3,484
+451
| +15% | +$34.6K | 0.04% | 331 |
|
|
2025
Q1 | $202K | Sell |
3,033
-989
| -25% | -$65.7K | 0.03% | 366 |
|
|
2024
Q4 | $257K | Buy |
+4,022
| New | +$257K | 0.04% | 291 |
|
|
2021
Q4 | – | Sell |
-4,344
| Closed | -$318K | – | 436 |
|
|
2021
Q3 | $318K | Sell |
4,344
-361
| -8% | -$26.4K | 0.07% | 233 |
|
|
2021
Q2 | $344K | Sell |
4,705
-1,055
| -18% | -$77.1K | 0.08% | 202 |
|
|
2021
Q1 | $448K | Buy |
5,760
+364
| +7% | +$28.3K | 0.11% | 136 |
|
|
2020
Q4 | $390K | Buy |
5,396
+770
| +17% | +$55.7K | 0.09% | 141 |
|
|
2020
Q3 | $232K | Sell |
4,626
-52
| -1% | -$2.61K | 0.08% | 203 |
|
|
2020
Q2 | $213K | Sell |
4,678
-709
| -13% | -$32.3K | 0.07% | 214 |
|
|
2020
Q1 | $207K | Sell |
5,387
-41
| -0.8% | -$1.58K | 0.1% | 185 |
|
|
2019
Q4 | $343K | Sell |
5,428
-314
| -5% | -$19.8K | 0.16% | 133 |
|
|
2019
Q3 | $327K | Sell |
5,742
-20
| -0.3% | -$1.14K | 0.18% | 114 |
|
|
2019
Q2 | $375K | Sell |
5,762
-200
| -3% | -$13K | 0.23% | 86 |
|
|
2019
Q1 | $346K | Sell |
5,962
-966
| -14% | -$56.1K | 0.23% | 87 |
|
|
2018
Q4 | $359K | Buy |
+6,928
| New | +$359K | 0.23% | 82 |
|