Center for Financial Planning’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 | $116K | Hold |
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|
2025
Q2 | $126K | Hold |
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|
2025
Q1 | $126K | Hold |
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|
2024
Q4 | $122K | Hold |
|
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|
2024
Q3 | $146K | Hold |
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|
2024
Q2 | $125K | Hold |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $111K | Hold |
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|
2023
Q3 | $99.2K | Hold |
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|
2023
Q2 | $73.4K | Hold |
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|
2023
Q1 | $81.2K | Hold |
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|
2022
Q4 | $84.1K | Hold |
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|
2022
Q3 | $98K | Buy |
|