MAI Capital 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
Q2 | $27.8K | Buy |
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|
2025
Q1 | $2.75K | Sell |
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|
2024
Q4 | $5.02K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $478K | Sell |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $383K | Sell |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $493K | Sell |
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|
2022
Q4 | $723K | Sell |
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|
2022
Q3 | $870K | Buy |
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