Corient Private Wealth’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 | $9.12M | Sell |
166,178
-449
| -0.3% | -$24.6K | 0.01% | 588 |
|
|
2025
Q1 | $9.15M | Buy |
166,627
+8,228
| +5% | +$452K | 0.01% | 535 |
|
|
2024
Q4 | $8.37M | Sell |
158,399
-3,640
| -2% | -$192K | 0.01% | 555 |
|
|
2024
Q3 | $10.3M | Sell |
162,039
-84,954
| -34% | -$5.4M | 0.02% | 539 |
|
|
2024
Q2 | $13.4M | Buy |
246,993
+91,242
| +59% | +$4.95M | 0.02% | 460 |
|
|
2024
Q1 | $7.65M | Sell |
155,751
-285
| -0.2% | -$14K | 0.01% | 590 |
|
|
2023
Q4 | $7.55M | Buy |
156,036
+1,039
| +0.7% | +$50.3K | 0.01% | 593 |
|
|
2023
Q3 | $6.67M | Buy |
154,997
+203
| +0.1% | +$8.74K | 0.02% | 575 |
|
|
2023
Q2 | $4.93M | Buy |
154,794
+13,413
| +9% | +$427K | 0.01% | 638 |
|
|
2023
Q1 | $4.98M | Buy |
141,381
+1,548
| +1% | +$54.6K | 0.01% | 595 |
|
|
2022
Q4 | $5.11M | Buy |
+139,833
| New | +$5.11M | 0.02% | 500 |
|