Dorsey & Whitney Trust’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 | $477K | Hold |
8,686
| – | – | 0.03% | 431 |
|
|
2025
Q1 | $477K | Buy |
8,686
+459
| +6% | +$25.2K | 0.03% | 412 |
|
|
2024
Q4 | $435K | Hold |
8,227
| – | – | 0.02% | 427 |
|
|
2024
Q3 | $523K | Hold |
8,227
| – | – | 0.03% | 390 |
|
|
2024
Q2 | $446K | Hold |
8,227
| – | – | 0.03% | 377 |
|
|
2024
Q1 | $404K | Hold |
8,227
| – | – | 0.03% | 393 |
|
|
2023
Q4 | $398K | Hold |
8,227
| – | – | 0.03% | 386 |
|
|
2023
Q3 | $354K | Buy |
8,227
+30
| +0.4% | +$1.29K | 0.03% | 388 |
|
|
2023
Q2 | $261K | Buy |
8,197
+825
| +11% | +$26.3K | 0.02% | 471 |
|
|
2023
Q1 | $260K | Hold |
7,372
| – | – | 0.02% | 460 |
|
|
2022
Q4 | $269K | Hold |
7,372
| – | – | 0.03% | 435 |
|
|
2022
Q3 | $313K | Hold |
7,372
| – | – | 0.03% | 391 |
|
|
2022
Q2 | $260K | Buy |
+7,372
| New | +$260K | 0.03% | 441 |
|