Cerity Partners’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 | $5.25M | Buy |
|
|||||
|
2025
Q2 | $5.26M | Buy |
|
|||||
|
2025
Q1 | $5.24M | Sell |
|
|||||
|
2024
Q4 | $6.8M | Sell |
|
|||||
|
2024
Q3 | $8.43M | Buy |
|
|||||
|
2024
Q2 | $4.87M | Sell |
|
|||||
|
2024
Q1 | $4.73M | Buy |
|
|||||
|
2023
Q4 | $1.57M | Buy |
|
|||||
|
2023
Q3 | $1.32M | Sell |
|
|||||
|
2023
Q2 | $1.04M | Buy |
|
|||||
|
2023
Q1 | $1.12M | Sell |
|
|||||
|
2022
Q4 | $1.18M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $479K | Buy |
|