Pictet Asset Management (Switzerland)’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $595K | Sell |
18,671
-801
| -4% | -$25.5K | ﹤0.01% | 1159 |
|
|
2023
Q1 | $686K | Hold |
19,472
| – | – | ﹤0.01% | 1103 |
|
|
2022
Q4 | $711K | Buy |
19,472
+7,010
| +56% | +$256K | ﹤0.01% | 1097 |
|
|
2022
Q3 | $530K | Hold |
12,462
| – | – | ﹤0.01% | 1083 |
|
|
2022
Q2 | $440K | Hold |
12,462
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q1 | $325K | Buy |
12,462
+1,525
| +14% | +$39.8K | ﹤0.01% | 1318 |
|
|
2021
Q4 | $258K | Sell |
10,937
-1,963
| -15% | -$46.3K | ﹤0.01% | 1467 |
|
|
2021
Q3 | $323K | Buy |
+12,900
| New | +$323K | ﹤0.01% | 1360 |
|