Newbridge Financial Services 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
$27.4K Sell
2025
Q1
$30.5K Hold
2024
Q4
$29.3K Buy
2024
Q3
Sell
2024
Q2
$30.1K Sell
2024
Q1
$49.4K Buy
2023
Q4
Sell
2023
Q3
$21.5K Hold
2023
Q2
$15.9K Sell
2023
Q1
$17.7K Sell
2022
Q4
$19.5K Sell
2022
Q3
$41K Buy
2022
Q2
$34K Sell
2022
Q1
$46K Buy
2021
Q4
$12K Sell
2021
Q3
$16K Buy
2021
Q2
$12K Hold
2021
Q1
$11K Buy
2020
Q4
Sell
2020
Q3
$30K Buy