Waldron Private Wealth’s HDFC Bank HDB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,711	Closed	-$301K	–	351
2024 Q4	$301K	Buy	4,711 +56	+1%	+$3.58K	0.01%	334
2024 Q3	$291K	Buy	4,655 +441	+10%	+$27.6K	0.01%	333
2024 Q2	$271K	Buy	+4,214	New	+$271K	0.01%	335