EverSource Wealth Advisors’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 | $50.2K | Buy |
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|
2025
Q1 | $22.9K | Buy |
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|
2024
Q4 | $14.5K | Buy |
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|
2024
Q3 | $11.1K | Sell |
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|
2024
Q2 | $26.2K | Sell |
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|
2024
Q1 | $25.6K | Buy |
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|
2023
Q4 | $25.5K | Sell |
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|
2023
Q3 | $23.9K | Buy |
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|
2023
Q2 | $1.05K | Sell |
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|
2023
Q1 | $2.15K | Buy |
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|
2022
Q4 | $767 | Hold |
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|
2022
Q3 | $1K | Buy |
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