Loring Wolcott & Coolidge Fiduciary 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
Q4 | – | Sell |
-5,000
| Closed | -$211K | – | 574 |
|
|
2023
Q3 | $211K | Sell |
5,000
-3,044
| -38% | -$112K | ﹤0.01% | 280 |
|
|
2023
Q2 | $256K | Hold |
8,044
| – | – | ﹤0.01% | 262 |
|
|
2023
Q1 | $284K | Hold |
8,044
| – | – | ﹤0.01% | 245 |
|
|
2022
Q4 | $294K | Hold |
8,044
| – | – | ﹤0.01% | 243 |
|
|
2022
Q3 | $342K | Hold |
8,044
| – | – | ﹤0.01% | 231 |
|
|
2022
Q2 | $284K | Hold |
8,044
| – | – | ﹤0.01% | 253 |
|
|
2022
Q1 | $209K | Hold |
8,044
| – | – | ﹤0.01% | 301 |
|
|
2021
Q4 | $190K | Hold |
8,044
| – | – | ﹤0.01% | 320 |
|
|
2021
Q3 | $201K | Hold |
8,044
| – | – | ﹤0.01% | 310 |
|
|
2021
Q2 | $189K | Buy |
+8,044
| New | +$190K | ﹤0.01% | 328 |
|
|
2021
Q1 | – | Sell |
-8,044
| Closed | -$128K | – | 485 |
|
|
2020
Q4 | $128K | Hold |
8,044
| – | – | ﹤0.01% | 322 |
|
|
2020
Q3 | $131K | Hold |
8,044
| – | – | ﹤0.01% | 295 |
|
|
2020
Q2 | $115K | Hold |
8,044
| – | – | ﹤0.01% | 291 |
|
|
2020
Q1 | $113K | Hold |
8,044
| – | – | ﹤0.01% | 285 |
|
|
2019
Q4 | $189K | Buy |
+8,044
| New | +$193K | ﹤0.01% | 276 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$13K | – | 725 |
|
|
2018
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 550 |
|
|
2018
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 521 |
|
|
2018
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 542 |
|
|
2018
Q1 | $13K | Sell |
500
-552
| -52% | -$14.5K | ﹤0.01% | 567 |
|
|
2017
Q4 | $28K | Hold |
1,052
| – | – | ﹤0.01% | 482 |
|
|
2017
Q3 | $28K | Hold |
1,052
| – | – | ﹤0.01% | 472 |
|
|
2017
Q2 | $32K | Hold |
1,052
| – | – | ﹤0.01% | 453 |
|
|
2017
Q1 | $24K | Hold |
1,052
| – | – | ﹤0.01% | 479 |
|
|
2016
Q4 | $24K | Hold |
1,052
| – | – | ﹤0.01% | 455 |
|
|
2016
Q3 | $24K | Hold |
1,052
| – | – | ﹤0.01% | 468 |
|
|
2016
Q2 | $24K | Hold |
1,052
| – | – | ﹤0.01% | 467 |
|
|
2016
Q1 | $28K | Hold |
1,052
| – | – | ﹤0.01% | 455 |
|
|
2015
Q4 | $35K | Hold |
1,052
| – | – | ﹤0.01% | 465 |
|
|
2015
Q3 | $31K | Hold |
1,052
| – | – | ﹤0.01% | 462 |
|
|
2015
Q2 | $31K | Hold |
1,052
| – | – | ﹤0.01% | 462 |
|
|
2015
Q1 | $34K | Sell |
1,052
-800
| -43% | -$26.8K | ﹤0.01% | 473 |
|
|
2014
Q4 | $62K | Hold |
1,852
| – | – | ﹤0.01% | 407 |
|
|
2014
Q3 | $57K | Hold |
1,852
| – | – | ﹤0.01% | 396 |
|
|
2014
Q2 | $62K | Hold |
1,852
| – | – | ﹤0.01% | 410 |
|
|
2014
Q1 | $56K | Hold |
1,852
| – | – | ﹤0.01% | 402 |
|
|
2013
Q4 | $54K | Hold |
1,852
| – | – | ﹤0.01% | 388 |
|
|
2013
Q3 | $49K | Hold |
1,852
| – | – | ﹤0.01% | 371 |
|
|
2013
Q2 | $51K | Buy |
+1,852
| New | +$52.8K | ﹤0.01% | 383 |
|
Other funds holding HRB
Loring Wolcott & Coolidge Fiduciary Advisors's HRB Position: Q4 2023 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of H&R Block (HRB) in Q4 2023, closing a stake of 5,000 shares — an estimated $211K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HRB in Q2 2013 and held it in 38 quarters. The position peaked at $342K in Q3 2022. 467 funds tracked by Wall St. Rank hold HRB as of Q4 2023.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining H&R Block position as of Q4 2023 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 5,000 H&R Block shares in Q4 2023, an estimated $211K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in H&R Block in Q2 2013 and held it in 38 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's H&R Block position peaked at $342K in Q3 2022.
- 467 funds tracked by Wall St. Rank held H&R Block as of Q4 2023.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.