AE Wealth Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
9,387
-26
| -0.3% | -$1.43K | ﹤0.01% | 913 |
|
|
2025
Q1 | $517K | Sell |
9,413
-635
| -6% | -$34.9K | ﹤0.01% | 912 |
|
|
2024
Q4 | $531K | Sell |
10,048
-197
| -2% | -$10.4K | ﹤0.01% | 892 |
|
|
2024
Q3 | $651K | Sell |
10,245
-1,312
| -11% | -$83.4K | 0.01% | 809 |
|
|
2024
Q2 | $627K | Sell |
11,557
-623
| -5% | -$33.8K | 0.01% | 822 |
|
|
2024
Q1 | $598K | Sell |
12,180
-4,523
| -27% | -$222K | 0.01% | 774 |
|
|
2023
Q4 | $797K | Sell |
16,703
-4,057
| -20% | -$194K | ﹤0.01% | 1234 |
|
|
2023
Q3 | $894K | Buy |
20,760
+6,025
| +41% | +$259K | 0.01% | 1137 |
|
|
2023
Q2 | $470K | Sell |
14,735
-1,701
| -10% | -$54.2K | ﹤0.01% | 1430 |
|
|
2023
Q1 | $579K | Sell |
16,436
-5,148
| -24% | -$181K | ﹤0.01% | 1269 |
|
|
2022
Q4 | $788K | Buy |
21,584
+4,509
| +26% | +$165K | 0.01% | 1089 |
|
|
2022
Q3 | $726K | Sell |
17,075
-4,025
| -19% | -$171K | 0.01% | 1071 |
|
|
2022
Q2 | $745K | Buy |
21,100
+1,478
| +8% | +$52.2K | 0.01% | 995 |
|
|
2022
Q1 | $511K | Sell |
19,622
-11,580
| -37% | -$302K | ﹤0.01% | 1230 |
|
|
2021
Q4 | $735K | Buy |
31,202
+14,260
| +84% | +$336K | 0.01% | 1082 |
|
|
2021
Q3 | $424K | Buy |
16,942
+2,399
| +16% | +$60K | ﹤0.01% | 1229 |
|
|
2021
Q2 | $341K | Buy |
+14,543
| New | +$341K | ﹤0.01% | 1288 |
|
|
2020
Q3 | – | Sell |
-45,236
| Closed | -$646K | – | 1296 |
|
|
2020
Q2 | $646K | Buy |
+45,236
| New | +$646K | 0.01% | 763 |
|