Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s H&R Block HRB Stock Holding History

Envestnet Portfolio Solutions’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.12M Sell
2025
Q2 		$1.32M Buy
2025
Q1 		$393K Sell
2024
Q4 		$501K Buy
2024
Q3 		$521K Buy
2024
Q2 		$395K Buy
2024
Q1 		$257K Buy
2023
Q4 		$250K Sell
2023
Q3 		$238K Buy