Pictet Asset 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 | $1.08M | Sell |
19,732
-95
| -0.5% | -$5.22K | ﹤0.01% | 1027 |
|
|
2025
Q1 | $1.09M | Buy |
19,827
+639
| +3% | +$35.1K | ﹤0.01% | 1029 |
|
|
2024
Q4 | $1.01M | Buy |
19,188
+999
| +5% | +$52.8K | ﹤0.01% | 1069 |
|
|
2024
Q3 | $1.16M | Buy |
18,189
+1,131
| +7% | +$71.9K | ﹤0.01% | 987 |
|
|
2024
Q2 | $925K | Sell |
17,058
-222
| -1% | -$12K | ﹤0.01% | 1022 |
|
|
2024
Q1 | $849K | Buy |
17,280
+301
| +2% | +$14.8K | ﹤0.01% | 1083 |
|
|
2023
Q4 | $821K | Sell |
16,979
-929
| -5% | -$44.9K | ﹤0.01% | 1058 |
|
|
2023
Q3 | $771K | Buy |
+17,908
| New | +$771K | ﹤0.01% | 1054 |
|