Private Trust Company’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 | $125K | Sell |
2,283
-143
| -6% | -$7.85K | 0.01% | 880 |
|
|
2025
Q1 | $133K | Buy |
2,426
+143
| +6% | +$7.85K | 0.01% | 839 |
|
|
2024
Q4 | $121K | Hold |
2,283
| – | – | 0.01% | 856 |
|
|
2024
Q3 | $145K | Hold |
2,283
| – | – | 0.01% | 799 |
|
|
2024
Q2 | $124K | Hold |
2,283
| – | – | 0.01% | 816 |
|
|
2024
Q1 | $112K | Sell |
2,283
-504
| -18% | -$24.8K | 0.01% | 826 |
|
|
2023
Q4 | $135K | Buy |
2,787
+468
| +20% | +$22.6K | 0.02% | 738 |
|
|
2023
Q3 | $99.9K | Buy |
2,319
+195
| +9% | +$8.4K | 0.01% | 800 |
|
|
2023
Q2 | $67.7K | Buy |
2,124
+505
| +31% | +$16.1K | 0.01% | 927 |
|
|
2023
Q1 | $57.1K | Hold |
1,619
| – | – | 0.01% | 952 |
|
|
2022
Q4 | $59K | Hold |
1,619
| – | – | 0.01% | 901 |
|
|
2022
Q3 | $69K | Hold |
1,619
| – | – | 0.01% | 787 |
|
|
2022
Q2 | $57K | Buy |
+1,619
| New | +$57K | 0.01% | 871 |
|