AssetMark Inc’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
Q3 | $40.7K | Sell |
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|
2025
Q2 | $58.8K | Buy |
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|
2025
Q1 | $44.8K | Buy |
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|
2024
Q4 | $38.5K | Sell |
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|
2024
Q3 | $82.5K | Buy |
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|
2024
Q2 | $11K | Buy |
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|
2024
Q1 | $9.25K | Sell |
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|
2023
Q4 | $42.6K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $2K | Sell |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $16K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $255K | Buy |
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|
2019
Q1 | $192K | Buy |
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|
2018
Q4 | $183K | Buy |
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|
2018
Q3 | $179K | Buy |
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|
2018
Q2 | $141K | Sell |
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|
2018
Q1 | $172K | Buy |
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|
2017
Q4 | $157K | Sell |
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|
2017
Q3 | $209K | Buy |
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|
2017
Q2 | $115K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4K | Buy |
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