NewEdge Wealth’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 | $52.6M | Sell |
954,198
-56,248
| -6% | -$3.1M | 0.82% | 21 |
|
|
2025
Q1 | $55.5M | Sell |
1,010,446
-85,266
| -8% | -$4.68M | 1% | 17 |
|
|
2024
Q4 | $57.9M | Buy |
1,095,712
+113,216
| +12% | +$5.98M | 1% | 16 |
|
|
2024
Q3 | $62.4M | Buy |
982,496
+24,907
| +3% | +$1.58M | 1.13% | 13 |
|
|
2024
Q2 | $51.9M | Buy |
957,589
+13,245
| +1% | +$718K | 1.12% | 13 |
|
|
2024
Q1 | $45.4M | Sell |
944,344
-189,650
| -17% | -$9.11M | 1.02% | 17 |
|
|
2023
Q4 | $54.9M | Buy |
1,133,994
+126,248
| +13% | +$6.11M | 1.4% | 8 |
|
|
2023
Q3 | $43.4M | Buy |
1,007,746
+188,023
| +23% | +$8.1M | 1.37% | 7 |
|
|
2023
Q2 | $26.1M | Buy |
819,723
+43,380
| +6% | +$1.38M | 0.87% | 23 |
|
|
2023
Q1 | $27.4M | Buy |
776,343
+60,519
| +8% | +$2.13M | 1.04% | 13 |
|
|
2022
Q4 | $26.1M | Buy |
715,824
+40,182
| +6% | +$1.47M | 1.13% | 16 |
|
|
2022
Q3 | $28.7M | Buy |
675,642
+65,293
| +11% | +$2.78M | 1.36% | 13 |
|
|
2022
Q2 | $21.6M | Buy |
610,349
+25,790
| +4% | +$911K | 0.98% | 23 |
|
|
2022
Q1 | $15.2M | Buy |
584,559
+98,976
| +20% | +$2.58M | 0.68% | 33 |
|
|
2021
Q4 | $11.4M | Buy |
485,583
+110,338
| +29% | +$2.6M | 0.48% | 48 |
|
|
2021
Q3 | $9.38M | Buy |
375,245
+122,490
| +48% | +$3.06M | 0.56% | 43 |
|
|
2021
Q2 | $5.94M | Buy |
+252,755
| New | +$5.94M | 0.45% | 74 |
|