Pinnacle Associates’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $267K | Sell |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $204K | Hold |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q4 | $204K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $325K | Buy |
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|
2015
Q4 | $372K | Buy |
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|
2015
Q3 | $391K | Sell |
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|
2015
Q2 | $323K | Buy |
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|
2015
Q1 | $306K | Buy |
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|
2014
Q4 | $297K | Buy |
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|
2014
Q3 | $231K | Buy |
|