Cerity Partners’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 | $5.26M | Buy |
95,911
+470
| +0.5% | +$25.8K | 0.01% | 780 |
|
|
2025
Q1 | $5.24M | Sell |
95,441
-20,196
| -17% | -$1.11M | 0.01% | 714 |
|
|
2024
Q4 | $6.8M | Sell |
115,637
-17,026
| -13% | -$1M | 0.01% | 609 |
|
|
2024
Q3 | $8.43M | Buy |
132,663
+42,934
| +48% | +$2.73M | 0.02% | 543 |
|
|
2024
Q2 | $4.87M | Sell |
89,729
-6,648
| -7% | -$361K | 0.01% | 614 |
|
|
2024
Q1 | $4.73M | Buy |
96,377
+63,876
| +197% | +$3.14M | 0.01% | 661 |
|
|
2023
Q4 | $1.57M | Buy |
32,501
+1,770
| +6% | +$85.6K | 0.01% | 837 |
|
|
2023
Q3 | $1.32M | Sell |
30,731
-2,027
| -6% | -$87.3K | 0.01% | 676 |
|
|
2023
Q2 | $1.04M | Buy |
32,758
+859
| +3% | +$27.4K | ﹤0.01% | 914 |
|
|
2023
Q1 | $1.12M | Sell |
31,899
-505
| -2% | -$17.8K | ﹤0.01% | 926 |
|
|
2022
Q4 | $1.18M | Buy |
+32,404
| New | +$1.18M | 0.01% | 651 |
|
|
2018
Q2 | – | Sell |
-18,854
| Closed | -$479K | – | 558 |
|
|
2018
Q1 | $479K | Buy |
+18,854
| New | +$479K | 0.04% | 342 |
|