New York Life Investment Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
13,896
-649
| -4% | -$35.6K | 0.01% | 694 |
|
|
2025
Q1 | $799K | Sell |
14,545
-94
| -0.6% | -$5.16K | 0.01% | 694 |
|
|
2024
Q4 | $774K | Sell |
14,639
-1,278
| -8% | -$67.5K | 0.01% | 718 |
|
|
2024
Q3 | $1.01M | Sell |
15,917
-913
| -5% | -$58K | 0.01% | 699 |
|
|
2024
Q2 | $913K | Buy |
16,830
+958
| +6% | +$52K | 0.01% | 703 |
|
|
2024
Q1 | $779K | Sell |
15,872
-684
| -4% | -$33.6K | 0.01% | 729 |
|
|
2023
Q4 | $801K | Buy |
16,556
+411
| +3% | +$19.9K | 0.01% | 712 |
|
|
2023
Q3 | $695K | Buy |
16,145
+8,573
| +113% | +$369K | 0.01% | 705 |
|
|
2023
Q2 | $241K | Buy |
+7,572
| New | +$241K | ﹤0.01% | 1278 |
|
|
2023
Q1 | – | Sell |
-22,308
| Closed | -$814K | – | 1285 |
|
|
2022
Q4 | $814K | Buy |
22,308
+2,860
| +15% | +$104K | 0.01% | 649 |
|
|
2022
Q3 | $827K | Buy |
19,448
+1,539
| +9% | +$65.4K | 0.01% | 635 |
|
|
2022
Q2 | $633K | Buy |
+17,909
| New | +$633K | 0.01% | 666 |
|