JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $217K | Buy |
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|
2020
Q2 | $169K | Buy |
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|
2020
Q1 | $153K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $249K | Sell |
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|
2019
Q1 | $262K | Sell |
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|
2018
Q4 | $283K | Buy |
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|
2018
Q3 | $280K | Sell |
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|
2018
Q2 | $807K | Sell |
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|
2018
Q1 | $902K | Sell |
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|
2017
Q4 | $959K | Sell |
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|
2017
Q3 | $1.05M | Buy |
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|
2017
Q2 | $1.22M | Buy |
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|
2017
Q1 | $908K | Sell |
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|
2016
Q4 | $1.33M | Sell |
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|
2016
Q3 | $1.34M | Sell |
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|
2016
Q2 | $1.41M | Buy |
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|
2016
Q1 | $315K | Buy |
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|
2015
Q4 | $384K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $200K | Buy |
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