Cresset Asset Management’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 | $447K | Sell |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $509K | Sell |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $986K | Buy |
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|
2024
Q1 | $657K | Buy |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3K | Sell |
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|
2018
Q4 | $6K | Buy |
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