Ceera Investments’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
$1.04M Hold
2025
Q2
$1.13M Hold
2025
Q1
$1.13M Sell
2024
Q4
$1.12M Sell
2024
Q3
$1.35M Hold
2024
Q2
$1.16M Sell
2024
Q1
$1.07M Hold
2023
Q4
$1.05M Hold
2023
Q3
$937K Hold
2023
Q2
$693K Hold
2023
Q1
$767K Hold
2022
Q4
$794K Hold
2022
Q3
$925K Sell
2022
Q2
$1.65M Sell
2022
Q1
$1.23M Buy
2021
Q4
$1.09M Buy
2021
Q3
$873K Buy
2021
Q2
$552K Buy
2021
Q1
$316K Buy