AE Wealth Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $797K | Sell |
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|
2023
Q3 | $894K | Buy |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $788K | Buy |
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|
2022
Q3 | $726K | Sell |
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|
2022
Q2 | $745K | Buy |
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|
2022
Q1 | $511K | Sell |
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|
2021
Q4 | $735K | Buy |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $341K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $646K | Buy |
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