Cetera Advisor Networks’s H&R Block HRB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$353K Buy
7,179
+1,550
+28% +$76.1K ﹤0.01% 2167
2023
Q4
$272K Buy
+5,629
New +$272K ﹤0.01% 2312
2023
Q2
Sell
-5,779
Closed -$204K 2642
2023
Q1
$204K Buy
+5,779
New +$204K ﹤0.01% 2315
2020
Q3
Sell
-12,284
Closed -$175K 2009
2020
Q2
$175K Buy
12,284
+142
+1% +$2.02K ﹤0.01% 1196
2020
Q1
$171K Buy
12,142
+3,536
+41% +$49.8K 0.01% 1005
2019
Q4
$202K Buy
+8,606
New +$202K 0.01% 1153