Creative Planning’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 | $4.62M | Buy |
|
|||||
|
2025
Q2 | $4.49M | Sell |
|
|||||
|
2025
Q1 | $4.49M | Buy |
|
|||||
|
2024
Q4 | $3.77M | Sell |
|
|||||
|
2024
Q3 | $5.48M | Buy |
|
|||||
|
2024
Q2 | $2.5M | Sell |
|
|||||
|
2024
Q1 | $2.38M | Buy |
|
|||||
|
2023
Q4 | $2.09M | Buy |
|
|||||
|
2023
Q3 | $1.79M | Sell |
|
|||||
|
2023
Q2 | $2.46M | Buy |
|
|||||
|
2023
Q1 | $1.27M | Buy |
|
|||||
|
2022
Q4 | $1.24M | Sell |
|
|||||
|
2022
Q3 | $1.54M | Buy |
|
|||||
|
2022
Q2 | $1.22M | Buy |
|
|||||
|
2022
Q1 | $832K | Buy |
|
|||||
|
2021
Q4 | $723K | Buy |
|
|||||
|
2021
Q3 | $642K | Buy |
|
|||||
|
2021
Q2 | $547K | Sell |
|
|||||
|
2021
Q1 | $798K | Sell |
|
|||||
|
2020
Q4 | $755K | Buy |
|
|||||
|
2020
Q3 | $412K | Buy |
|
|||||
|
2020
Q2 | $227K | Buy |
|
|||||
|
2020
Q1 | $210K | Sell |
|
|||||
|
2019
Q4 | $595K | Buy |
|
|||||
|
2019
Q3 | $261K | Buy |
|
|||||
|
2019
Q2 | $318K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $214K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $149K | Sell |
|
|||||
|
2017
Q1 | $148K | Sell |
|
|||||
|
2016
Q4 | $195K | Buy |
|
|||||
|
2016
Q3 | $191K | Buy |
|
|||||
|
2016
Q2 | $105K | Buy |
|
|||||
|
2016
Q1 | $76K | Buy |
|
|||||
|
2015
Q4 | $73K | Buy |
|
|||||
|
2015
Q3 | $61K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $55K | Sell |
|
|||||
|
2014
Q4 | $70K | Sell |
|
|||||
|
2014
Q3 | $257K | Buy |
|
|||||
|
2014
Q2 | $121K | Buy |
|
|||||
|
2014
Q1 | $67K | Buy |
|
|||||
|
2013
Q4 | $65K | Buy |
|
|||||
|
2013
Q3 | $54K | Sell |
|
|||||
|
2013
Q2 | $115K | Buy |
|