NewEdge Wealth’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 | $42.7M | Sell |
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|
2025
Q2 | $52.6M | Sell |
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|
2025
Q1 | $55.5M | Sell |
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|
2024
Q4 | $57.9M | Buy |
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|
2024
Q3 | $62.4M | Buy |
|
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|
2024
Q2 | $51.9M | Buy |
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|
2024
Q1 | $45.4M | Sell |
|
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|
2023
Q4 | $54.9M | Buy |
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|
2023
Q3 | $43.4M | Buy |
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|
2023
Q2 | $26.1M | Buy |
|
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|
2023
Q1 | $27.4M | Buy |
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|
2022
Q4 | $26.1M | Buy |
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|
2022
Q3 | $28.7M | Buy |
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|
2022
Q2 | $21.6M | Buy |
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|
2022
Q1 | $15.2M | Buy |
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|
2021
Q4 | $11.4M | Buy |
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|
2021
Q3 | $9.38M | Buy |
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|
2021
Q2 | $5.93M | Buy |
|