AssetMark Inc’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 | $58.8K | Buy |
1,071
+255
| +31% | +$14K | ﹤0.01% | 1513 |
|
|
2025
Q1 | $44.8K | Buy |
816
+87
| +12% | +$4.78K | ﹤0.01% | 1464 |
|
|
2024
Q4 | $38.5K | Sell |
729
-568
| -44% | -$30K | ﹤0.01% | 1491 |
|
|
2024
Q3 | $82.5K | Buy |
1,297
+1,095
| +542% | +$69.6K | ﹤0.01% | 1181 |
|
|
2024
Q2 | $11K | Buy |
202
+14
| +7% | +$761 | ﹤0.01% | 1482 |
|
|
2024
Q1 | $9.25K | Sell |
188
-692
| -79% | -$34.1K | ﹤0.01% | 1390 |
|
|
2023
Q4 | $42.6K | Buy |
+880
| New | +$42.6K | ﹤0.01% | 1190 |
|
|
2022
Q2 | – | Sell |
-44
| Closed | -$1K | – | 1576 |
|
|
2022
Q1 | $1K | Sell |
44
-58
| -57% | -$1.32K | ﹤0.01% | 1479 |
|
|
2021
Q4 | $2K | Sell |
102
-503,118
| -100% | -$9.87M | ﹤0.01% | 1370 |
|
|
2021
Q3 | $12.6M | Buy |
+503,220
| New | +$12.6M | 0.06% | 205 |
|
|
2021
Q2 | – | Sell |
-716
| Closed | -$16K | – | 1415 |
|
|
2021
Q1 | $16K | Buy |
+716
| New | +$16K | ﹤0.01% | 888 |
|
|
2019
Q3 | – | Sell |
-8,694
| Closed | -$255K | – | 1352 |
|
|
2019
Q2 | $255K | Buy |
8,694
+686
| +9% | +$20.1K | ﹤0.01% | 437 |
|
|
2019
Q1 | $192K | Buy |
8,008
+816
| +11% | +$19.6K | ﹤0.01% | 451 |
|
|
2018
Q4 | $183K | Buy |
7,192
+231
| +3% | +$5.88K | ﹤0.01% | 457 |
|
|
2018
Q3 | $179K | Buy |
6,961
+763
| +12% | +$19.6K | ﹤0.01% | 472 |
|
|
2018
Q2 | $141K | Sell |
6,198
-568
| -8% | -$12.9K | ﹤0.01% | 511 |
|
|
2018
Q1 | $172K | Buy |
6,766
+785
| +13% | +$20K | ﹤0.01% | 466 |
|
|
2017
Q4 | $157K | Sell |
5,981
-1,917
| -24% | -$50.3K | ﹤0.01% | 500 |
|
|
2017
Q3 | $209K | Buy |
7,898
+4,170
| +112% | +$110K | ﹤0.01% | 463 |
|
|
2017
Q2 | $115K | Buy |
+3,728
| New | +$115K | ﹤0.01% | 518 |
|
|
2015
Q3 | – | Sell |
-126
| Closed | -$4K | – | 782 |
|
|
2015
Q2 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 593 |
|