Parallel Advisors’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.8K | Buy |
1,526
+134
| +10% | +$7.36K | ﹤0.01% | 1439 |
|
|
2025
Q1 | $76.4K | Buy |
1,392
+85
| +7% | +$4.67K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $69.1K | Sell |
1,307
-119
| -8% | -$6.29K | ﹤0.01% | 1449 |
|
|
2024
Q3 | $90.6K | Buy |
1,426
+530
| +59% | +$33.7K | ﹤0.01% | 1299 |
|
|
2024
Q2 | $48.6K | Buy |
896
+46
| +5% | +$2.49K | ﹤0.01% | 1529 |
|
|
2024
Q1 | $41.7K | Sell |
850
-8
| -0.9% | -$393 | ﹤0.01% | 1589 |
|
|
2023
Q4 | $41.5K | Sell |
858
-110
| -11% | -$5.32K | ﹤0.01% | 1525 |
|
|
2023
Q3 | $41.7K | Buy |
968
+181
| +23% | +$7.8K | ﹤0.01% | 1483 |
|
|
2023
Q2 | $25.1K | Sell |
787
-77
| -9% | -$2.46K | ﹤0.01% | 1744 |
|
|
2023
Q1 | $30.5K | Sell |
864
-209
| -19% | -$7.37K | ﹤0.01% | 1623 |
|
|
2022
Q4 | $39.2K | Sell |
1,073
-332
| -24% | -$12.1K | ﹤0.01% | 1386 |
|
|
2022
Q3 | $60K | Buy |
1,405
+273
| +24% | +$11.7K | ﹤0.01% | 1173 |
|
|
2022
Q2 | $40K | Sell |
1,132
-18
| -2% | -$636 | ﹤0.01% | 1354 |
|
|
2022
Q1 | $30K | Buy |
1,150
+328
| +40% | +$8.56K | ﹤0.01% | 1522 |
|
|
2021
Q4 | $19K | Buy |
822
+55
| +7% | +$1.27K | ﹤0.01% | 1806 |
|
|
2021
Q3 | $19K | Sell |
767
-90
| -11% | -$2.23K | ﹤0.01% | 1742 |
|
|
2021
Q2 | $20K | Buy |
857
+72
| +9% | +$1.68K | ﹤0.01% | 1660 |
|
|
2021
Q1 | $17K | Sell |
785
-198
| -20% | -$4.29K | ﹤0.01% | 1652 |
|
|
2020
Q4 | $16K | Sell |
983
-493
| -33% | -$8.02K | ﹤0.01% | 1569 |
|
|
2020
Q3 | $24K | Sell |
1,476
-598
| -29% | -$9.72K | ﹤0.01% | 1349 |
|
|
2020
Q2 | $29K | Buy |
2,074
+207
| +11% | +$2.89K | ﹤0.01% | 1258 |
|
|
2020
Q1 | $26K | Buy |
1,867
+1,866
| +186,600% | +$26K | ﹤0.01% | 1189 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2436 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2424 |
|
|
2019
Q2 | $0 | Sell |
1
-40
| -98% | – | ﹤0.01% | 2351 |
|
|
2019
Q1 | $1K | Sell |
41
-241
| -85% | -$5.88K | ﹤0.01% | 2167 |
|
|
2018
Q4 | $7K | Hold |
282
| – | – | ﹤0.01% | 1462 |
|
|
2018
Q3 | $7K | Sell |
282
-34
| -11% | -$844 | ﹤0.01% | 1574 |
|
|
2018
Q2 | $7K | Sell |
316
-172
| -35% | -$3.81K | ﹤0.01% | 1473 |
|
|
2018
Q1 | $12K | Buy |
488
+36
| +8% | +$885 | ﹤0.01% | 1201 |
|
|
2017
Q4 | $12K | Buy |
452
+32
| +8% | +$850 | ﹤0.01% | 1231 |
|
|
2017
Q3 | $11K | Sell |
420
-93
| -18% | -$2.44K | ﹤0.01% | 1244 |
|
|
2017
Q2 | $16K | Buy |
513
+93
| +22% | +$2.9K | ﹤0.01% | 1099 |
|
|
2017
Q1 | $10K | Hold |
420
| – | – | ﹤0.01% | 1224 |
|
|
2016
Q4 | $10K | Buy |
+420
| New | +$10K | ﹤0.01% | 1109 |
|