Horizon Investments’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
$568K Sell
2025
Q2
$2.12M Buy
2025
Q1
$1.59K Sell
2024
Q4
$3.54K Sell
2024
Q3
$5.72K Buy
2024
Q2
$1.36K Hold
2024
Q1
$1.23K Buy
2023
Q4
$677 Buy
2023
Q3
$301 Hold
2023
Q2
$223 Buy
2019
Q3
Sell
2019
Q2
$577K Buy
2019
Q1
$272K Buy
2018
Q4
Sell
2018
Q3
$267K Sell
2018
Q2
$888K Buy