Dorsey & Whitney Trust’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 | $477K | Hold |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | $435K | Hold |
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|
2024
Q3 | $523K | Hold |
|
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $404K | Hold |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $269K | Hold |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $260K | Buy |
|