Banque Cantonale Vaudoise’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 | $292K | Buy |
5,324
+1,200
| +29% | +$65.8K | 0.01% | 508 |
|
|
2025
Q1 | $226K | Buy |
+4,124
| New | +$226K | 0.01% | 555 |
|
|
2024
Q3 | $262K | Buy |
4,124
+1,586
| +62% | +$101K | 0.01% | 459 |
|
|
2024
Q2 | $138K | Buy |
2,538
+142
| +6% | +$7.72K | 0.01% | 638 |
|
|
2024
Q1 | $118K | Buy |
2,396
+208
| +10% | +$10.2K | ﹤0.01% | 637 |
|
|
2023
Q4 | $106K | Buy |
2,188
+37
| +2% | +$1.79K | ﹤0.01% | 675 |
|
|
2023
Q3 | $93K | Hold |
2,151
| – | – | ﹤0.01% | 846 |
|
|
2023
Q2 | $69K | Buy |
+2,151
| New | +$69K | ﹤0.01% | 921 |
|