New York Life Investment 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 | $763K | Sell |
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|
2025
Q1 | $799K | Sell |
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|
2024
Q4 | $774K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $913K | Buy |
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|
2024
Q1 | $779K | Sell |
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|
2023
Q4 | $801K | Buy |
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|
2023
Q3 | $695K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $814K | Buy |
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|
2022
Q3 | $827K | Buy |
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|
2022
Q2 | $633K | Buy |
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