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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.9K | Hold |
500
| – | – | ﹤0.01% | 696 |
|
|
2025
Q4 | $21.8K | Hold |
500
| – | – | ﹤0.01% | 621 |
|
|
2025
Q3 | $25.3K | Hold |
500
| – | – | ﹤0.01% | 685 |
|
|
2025
Q2 | $27.4K | Sell |
500
-55
| -10% | -$3.18K | ﹤0.01% | 638 |
|
|
2025
Q1 | $30.5K | Hold |
555
| – | – | 0.01% | 471 |
|
|
2024
Q4 | $29.3K | Buy |
+555
| New | +$32.6K | 0.01% | 528 |
|
|
2024
Q3 | – | Sell |
-555
| Closed | -$30.1K | – | 846 |
|
|
2024
Q2 | $30.1K | Sell |
555
-450
| -45% | -$22.4K | 0.01% | 495 |
|
|
2024
Q1 | $49.4K | Buy |
+1,005
| New | +$47.7K | 0.02% | 398 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$21.5K | – | 1243 |
|
|
2023
Q3 | $21.5K | Hold |
500
| – | – | 0.01% | 626 |
|
|
2023
Q2 | $15.9K | Sell |
500
-3
| -0.6% | -$97 | 0.01% | 760 |
|
|
2023
Q1 | $17.7K | Sell |
503
-30
| -6% | -$1.11K | 0.01% | 769 |
|
|
2022
Q4 | $19.5K | Sell |
533
-430
| -45% | -$17.5K | 0.01% | 727 |
|
|
2022
Q3 | $41K | Buy |
963
+4
| +0.4% | +$169 | 0.02% | 502 |
|
|
2022
Q2 | $34K | Sell |
959
-791
| -45% | -$24.4K | 0.02% | 493 |
|
|
2022
Q1 | $46K | Buy |
1,750
+1,250
| +250% | +$30.3K | 0.02% | 500 |
|
|
2021
Q4 | $12K | Sell |
500
-140
| -22% | -$3.4K | 0.01% | 878 |
|
|
2021
Q3 | $16K | Buy |
640
+140
| +28% | +$3.49K | 0.01% | 726 |
|
|
2021
Q2 | $12K | Hold |
500
| – | – | 0.01% | 935 |
|
|
2021
Q1 | $11K | Buy |
+500
| New | +$9.45K | 0.01% | 871 |
|
|
2020
Q4 | – | Sell |
-1,830
| Closed | -$30K | – | 1138 |
|
|
2020
Q3 | $30K | Buy |
+1,830
| New | +$26.9K | 0.03% | 404 |
|
Other funds holding HRB
VPM
VCM
