Ethic Inc’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
Q3 | $997K | Sell |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $740K | Buy |
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|
2024
Q3 | $543K | Sell |
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|
2024
Q2 | $726K | Buy |
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $779K | Sell |
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|
2023
Q3 | $771K | Sell |
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|
2023
Q2 | $578K | Sell |
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|
2023
Q1 | $732K | Buy |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $421K | Buy |
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