Private Trust Company’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
Q3 | $58.8K | Sell |
|
|||||
|
2025
Q2 | $125K | Sell |
|
|||||
|
2025
Q1 | $133K | Buy |
|
|||||
|
2024
Q4 | $121K | Hold |
|
|||||
|
2024
Q3 | $145K | Hold |
|
|||||
|
2024
Q2 | $124K | Hold |
|
|||||
|
2024
Q1 | $112K | Sell |
|
|||||
|
2023
Q4 | $135K | Buy |
|
|||||
|
2023
Q3 | $99.9K | Buy |
|
|||||
|
2023
Q2 | $67.7K | Buy |
|
|||||
|
2023
Q1 | $57.1K | Hold |
|
|||||
|
2022
Q4 | $59K | Hold |
|
|||||
|
2022
Q3 | $69K | Hold |
|
|||||
|
2022
Q2 | $57K | Buy |
|