Hennion & Walsh Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.75M | Sell |
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|
2025
Q2 | $1.94M | Buy |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $3.55M | Sell |
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|
2024
Q3 | $5.1M | Sell |
|
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|
2024
Q2 | $4.55M | Sell |
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|
2024
Q1 | $4.32M | Sell |
|
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|
2023
Q4 | $4.48M | Sell |
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|
2023
Q3 | $4.11M | Sell |
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|
2023
Q2 | $3.33M | Buy |
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|
2023
Q1 | $3.04M | Buy |
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $687K | Buy |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $229K | Buy |
|