Kingsview Wealth 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 | $9.77M | Buy |
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|
2025
Q2 | $305K | Sell |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $299K | Sell |
|
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|
2024
Q3 | $360K | Buy |
|
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|
2024
Q2 | $285K | Sell |
|
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $258K | Sell |
|
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|
2023
Q1 | $309K | Sell |
|
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.8M | Buy |
|
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|
2022
Q2 | $331K | Sell |
|
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|
2022
Q1 | $808K | Sell |
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|
2021
Q4 | $736K | Sell |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $170K | Sell |
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|
2020
Q3 | $317K | Buy |
|