CIBC Private Wealth Group’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
Q2 | $191K | Buy |
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|
2025
Q1 | $186K | Buy |
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|
2024
Q4 | $144K | Buy |
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|
2024
Q3 | $151K | Buy |
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|
2024
Q2 | $119K | Hold |
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|
2024
Q1 | $107K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $384K | Buy |
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|
2020
Q2 | $214K | Sell |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $542K | Sell |
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|
2019
Q3 | $1.6M | Buy |
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|
2019
Q2 | $1.66M | Sell |
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|
2019
Q1 | $1.35M | Sell |
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|
2018
Q4 | $5.42M | Buy |
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|
2018
Q3 | $4.47M | Buy |
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|
2018
Q2 | $3.92M | Hold |
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|
2018
Q1 | $4.37M | Buy |
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|
2017
Q4 | $500K | Buy |
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|
2017
Q3 | $301K | Buy |
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