Hennion & Walsh Asset Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
35,392
+1,236
| +4% | +$67.8K | 0.08% | 321 |
|
|
2025
Q1 | $1.88M | Sell |
34,156
-33,036
| -49% | -$1.81M | 0.08% | 286 |
|
|
2024
Q4 | $3.55M | Sell |
67,192
-13,058
| -16% | -$690K | 0.16% | 161 |
|
|
2024
Q3 | $5.1M | Sell |
80,250
-3,735
| -4% | -$237K | 0.24% | 95 |
|
|
2024
Q2 | $4.55M | Sell |
83,985
-4,038
| -5% | -$219K | 0.23% | 95 |
|
|
2024
Q1 | $4.32M | Sell |
88,023
-4,607
| -5% | -$226K | 0.23% | 101 |
|
|
2023
Q4 | $4.48M | Sell |
92,630
-2,874
| -3% | -$139K | 0.26% | 86 |
|
|
2023
Q3 | $4.11M | Sell |
95,504
-9,032
| -9% | -$389K | 0.26% | 86 |
|
|
2023
Q2 | $3.33M | Buy |
104,536
+18,220
| +21% | +$581K | 0.2% | 125 |
|
|
2023
Q1 | $3.04M | Buy |
86,316
+13,544
| +19% | +$477K | 0.19% | 141 |
|
|
2022
Q4 | $2.66M | Buy |
72,772
+10,754
| +17% | +$393K | 0.16% | 162 |
|
|
2022
Q3 | $2.64M | Buy |
62,018
+11,622
| +23% | +$494K | 0.17% | 153 |
|
|
2022
Q2 | $1.78M | Buy |
50,396
+11,455
| +29% | +$405K | 0.11% | 218 |
|
|
2022
Q1 | $1.01M | Buy |
38,941
+9,791
| +34% | +$255K | 0.05% | 339 |
|
|
2021
Q4 | $687K | Buy |
29,150
+7,275
| +33% | +$171K | 0.03% | 457 |
|
|
2021
Q3 | $547K | Buy |
21,875
+13,033
| +147% | +$326K | 0.03% | 497 |
|
|
2021
Q2 | $208K | Sell |
8,842
-1,657
| -16% | -$39K | 0.01% | 702 |
|
|
2021
Q1 | $229K | Buy |
+10,499
| New | +$229K | 0.01% | 652 |
|