Northwestern Mutual Wealth Management’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 | $39K | Buy |
711
+357
| +101% | +$19.6K | ﹤0.01% | 2351 |
|
|
2025
Q1 | $19.4K | Sell |
354
-1,255
| -78% | -$68.9K | ﹤0.01% | 2529 |
|
|
2024
Q4 | $85K | Buy |
1,609
+1,426
| +779% | +$75.3K | ﹤0.01% | 1982 |
|
|
2024
Q3 | $11.6K | Sell |
183
-13
| -7% | -$826 | ﹤0.01% | 2633 |
|
|
2024
Q2 | $10.6K | Sell |
196
-21
| -10% | -$1.14K | ﹤0.01% | 2624 |
|
|
2024
Q1 | $10.7K | Sell |
217
-32
| -13% | -$1.57K | ﹤0.01% | 2624 |
|
|
2023
Q4 | $12K | Sell |
249
-432
| -63% | -$20.9K | ﹤0.01% | 2558 |
|
|
2023
Q3 | $29.3K | Buy |
681
+473
| +227% | +$20.4K | ﹤0.01% | 2176 |
|
|
2023
Q2 | $6.63K | Sell |
208
-1
| -0.5% | -$32 | ﹤0.01% | 2697 |
|
|
2023
Q1 | $7.37K | Buy |
209
+15
| +8% | +$529 | ﹤0.01% | 2615 |
|
|
2022
Q4 | $7.08K | Buy |
194
+27
| +16% | +$986 | ﹤0.01% | 2627 |
|
|
2022
Q3 | $7K | Sell |
167
-122
| -42% | -$5.11K | ﹤0.01% | 2582 |
|
|
2022
Q2 | $10K | Buy |
289
+122
| +73% | +$4.22K | ﹤0.01% | 2514 |
|
|
2022
Q1 | $4K | Sell |
167
-36
| -18% | -$862 | ﹤0.01% | 2797 |
|
|
2021
Q4 | $5K | Buy |
203
+36
| +22% | +$887 | ﹤0.01% | 2784 |
|
|
2021
Q3 | $4K | Hold |
167
| – | – | ﹤0.01% | 2721 |
|
|
2021
Q2 | $4K | Hold |
167
| – | – | ﹤0.01% | 2693 |
|
|
2021
Q1 | $4K | Hold |
167
| – | – | ﹤0.01% | 2486 |
|
|
2020
Q4 | $3K | Sell |
167
-293
| -64% | -$5.26K | ﹤0.01% | 2461 |
|
|
2020
Q3 | $8K | Hold |
460
| – | – | ﹤0.01% | 2048 |
|
|
2020
Q2 | $6K | Sell |
460
-327
| -42% | -$4.27K | ﹤0.01% | 2040 |
|
|
2020
Q1 | $11K | Buy |
787
+620
| +371% | +$8.67K | ﹤0.01% | 1875 |
|
|
2019
Q4 | $4K | Sell |
167
-343
| -67% | -$8.22K | ﹤0.01% | 2114 |
|
|
2019
Q3 | $12K | Sell |
510
-2,026
| -80% | -$47.7K | ﹤0.01% | 1875 |
|
|
2019
Q2 | $74K | Sell |
2,536
-217
| -8% | -$6.33K | ﹤0.01% | 1243 |
|
|
2019
Q1 | $66K | Sell |
2,753
-34
| -1% | -$815 | ﹤0.01% | 1238 |
|
|
2018
Q4 | $71K | Sell |
2,787
-680
| -20% | -$17.3K | ﹤0.01% | 1112 |
|
|
2018
Q3 | $85K | Buy |
3,467
+568
| +20% | +$13.9K | ﹤0.01% | 1097 |
|
|
2018
Q2 | $66K | Buy |
2,899
+454
| +19% | +$10.3K | ﹤0.01% | 1132 |
|
|
2018
Q1 | $62K | Buy |
2,445
+148
| +6% | +$3.75K | ﹤0.01% | 1118 |
|
|
2017
Q4 | $61K | Buy |
2,297
+54
| +2% | +$1.43K | ﹤0.01% | 1079 |
|
|
2017
Q3 | $60K | Sell |
2,243
-1,759
| -44% | -$47.1K | ﹤0.01% | 1054 |
|
|
2017
Q2 | $124K | Sell |
4,002
-565
| -12% | -$17.5K | ﹤0.01% | 816 |
|
|
2017
Q1 | $106K | Buy |
4,567
+1,682
| +58% | +$39K | ﹤0.01% | 810 |
|
|
2016
Q4 | $64K | Buy |
+2,885
| New | +$64K | ﹤0.01% | 950 |
|
|
2016
Q3 | – | Sell |
-5,865
| Closed | -$137K | – | 764 |
|
|
2016
Q2 | $137K | Sell |
5,865
-203
| -3% | -$4.74K | ﹤0.01% | 651 |
|
|
2016
Q1 | $147K | Buy |
6,068
+4,371
| +258% | +$106K | ﹤0.01% | 616 |
|
|
2015
Q4 | $56K | Buy |
1,697
+269
| +19% | +$8.88K | ﹤0.01% | 754 |
|
|
2015
Q3 | $51K | Buy |
1,428
+192
| +16% | +$6.86K | ﹤0.01% | 705 |
|
|
2015
Q2 | $36K | Buy |
1,236
+78
| +7% | +$2.27K | ﹤0.01% | 747 |
|
|
2015
Q1 | $38K | Buy |
1,158
+200
| +21% | +$6.56K | ﹤0.01% | 709 |
|
|
2014
Q4 | $33K | Buy |
+958
| New | +$33K | ﹤0.01% | 743 |
|
|
2013
Q4 | – | Sell |
-819
| Closed | -$22K | – | 1459 |
|
|
2013
Q3 | $22K | Buy |
+819
| New | +$22K | ﹤0.01% | 723 |
|