CIBC Private Wealth Group’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Buy |
3,487
+84
| +2% | +$4.61K | ﹤0.01% | 1148 |
|
|
2025
Q1 | $186K | Buy |
3,403
+757
| +29% | +$41.4K | ﹤0.01% | 1105 |
|
|
2024
Q4 | $144K | Buy |
2,646
+263
| +11% | +$14.3K | ﹤0.01% | 1288 |
|
|
2024
Q3 | $151K | Buy |
2,383
+157
| +7% | +$9.98K | ﹤0.01% | 1319 |
|
|
2024
Q2 | $119K | Hold |
2,226
| – | – | ﹤0.01% | 1330 |
|
|
2024
Q1 | $107K | Buy |
+2,226
| New | +$107K | ﹤0.01% | 1366 |
|
|
2020
Q4 | – | Sell |
-23,572
| Closed | -$384K | – | 989 |
|
|
2020
Q3 | $384K | Buy |
23,572
+8,611
| +58% | +$140K | ﹤0.01% | 733 |
|
|
2020
Q2 | $214K | Sell |
14,961
-354
| -2% | -$5.06K | ﹤0.01% | 588 |
|
|
2020
Q1 | $216K | Sell |
15,315
-7,783
| -34% | -$110K | ﹤0.01% | 787 |
|
|
2019
Q4 | $542K | Sell |
23,098
-44,471
| -66% | -$1.04M | ﹤0.01% | 692 |
|
|
2019
Q3 | $1.6M | Buy |
67,569
+11,130
| +20% | +$263K | 0.01% | 490 |
|
|
2019
Q2 | $1.66M | Sell |
56,439
-23
| -0% | -$674 | 0.01% | 496 |
|
|
2019
Q1 | $1.35M | Sell |
56,462
-157,086
| -74% | -$3.76M | 0.01% | 540 |
|
|
2018
Q4 | $5.42M | Buy |
213,548
+40,057
| +23% | +$1.02M | 0.02% | 332 |
|
|
2018
Q3 | $4.47M | Buy |
173,491
+1,451
| +0.8% | +$37.4K | 0.02% | 380 |
|
|
2018
Q2 | $3.92M | Hold |
172,040
| – | – | 0.02% | 390 |
|
|
2018
Q1 | $4.37M | Buy |
172,040
+152,979
| +803% | +$3.89M | 0.02% | 373 |
|
|
2017
Q4 | $500K | Buy |
19,061
+7,714
| +68% | +$202K | ﹤0.01% | 782 |
|
|
2017
Q3 | $301K | Buy |
+11,347
| New | +$301K | ﹤0.01% | 841 |
|