MassMutual Private Wealth & Trust’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 | $7.99K | Sell |
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|
2025
Q2 | $12.3K | Buy |
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|
2025
Q1 | $11.9K | Sell |
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|
2024
Q4 | $12.2K | Buy |
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|
2024
Q3 | $10.7K | Buy |
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|
2024
Q2 | $7.1K | Hold |
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|
2024
Q1 | $6.43K | Hold |
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|
2023
Q4 | $6.34K | Buy |
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|
2023
Q3 | $5.51K | Sell |
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|
2023
Q2 | $4.49K | Buy |
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|
2023
Q1 | $4.12K | Hold |
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|
2022
Q4 | $4K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $1K | Sell |
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|
2021
Q3 | $7K | Buy |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Buy |
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|
2017
Q1 | – | Hold |
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|
2016
Q4 | – | Hold |
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|
2016
Q2 | $667 | Buy |
|