Endurance Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $16K | Hold |
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|
2023
Q1 | $18K | Hold |
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|
2022
Q4 | $18K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Sell |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $337K | Sell |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $423K | Sell |
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|
2019
Q4 | $951K | Sell |
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $1.42M | Sell |
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|
2018
Q4 | $1.59M | Sell |
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|
2018
Q3 | $1.89M | Sell |
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|
2018
Q2 | $2.03M | Sell |
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|
2018
Q1 | $2.53M | Sell |
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|
2017
Q4 | $3.35M | Sell |
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|
2017
Q3 | $3.62M | Sell |
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|
2017
Q2 | $4.43M | Sell |
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|
2017
Q1 | $3.71M | Sell |
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|
2016
Q4 | $6.2M | Sell |
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|
2016
Q3 | $6.68M | Sell |
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|
2016
Q2 | $7.17M | Sell |
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|
2016
Q1 | $8.36K | Sell |
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|
2015
Q4 | $10.9M | Buy |
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|
2015
Q3 | $11.5M | Buy |
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|
2015
Q2 | $8.93M | Buy |
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|
2015
Q1 | $9.56M | Sell |
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|
2014
Q4 | $10M | Buy |
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|
2014
Q3 | $9.19M | Sell |
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|
2014
Q2 | $9.99M | Buy |
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|
2014
Q1 | $8.94M | Buy |
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|
2013
Q4 | $8.45M | Buy |
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|
2013
Q3 | $7M | Sell |
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|
2013
Q2 | $7.33M | Buy |
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