Corient Private Wealth’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
Q3 | $8.5M | Buy |
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|
2025
Q2 | $9.12M | Sell |
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|
2025
Q1 | $9.15M | Buy |
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|
2024
Q4 | $8.37M | Sell |
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|
2024
Q3 | $10.3M | Sell |
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|
2024
Q2 | $13.4M | Buy |
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|
2024
Q1 | $7.65M | Sell |
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|
2023
Q4 | $7.55M | Buy |
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|
2023
Q3 | $6.67M | Buy |
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|
2023
Q2 | $4.93M | Buy |
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|
2023
Q1 | $4.98M | Buy |
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|
2022
Q4 | $5.11M | Buy |
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