NewEdge Advisors’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
Q3 | $2.63M | Buy |
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|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $2.14M | Buy |
|
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $586K | Buy |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $103K | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | $660K | Buy |
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|
2022
Q2 | $318K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.19M | Buy |
|