Measured Wealth Private Client Group’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 | $1.42M | Buy |
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|
2025
Q1 | $1.39M | Buy |
|
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|
2024
Q4 | $1.18M | Buy |
|
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|
2024
Q3 | $1.39M | Sell |
|
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|
2024
Q2 | $1.29M | Buy |
|
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|
2024
Q1 | $952K | Buy |
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|
2023
Q4 | $837K | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $221K | Buy |
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|
2022
Q4 | $204K | Buy |
|
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|
2022
Q3 | $203K | Buy |
|
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $15K | Buy |
|