Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $317K | Sell |
|
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|
2025
Q4 | $697K | Buy |
|
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|
2025
Q3 | $737K | Buy |
|
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|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $660K | Buy |
|
|||||
|
2024
Q1 | $592K | Buy |
|
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|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $327K | Buy |
|
|||||
|
2022
Q3 | $349K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $278K | Buy |
|
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|
2021
Q3 | $221K | Buy |
|