Ritholtz Wealth Management’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 | $1.77M | Sell |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $2.02M | Sell |
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $2.14M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $425K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $231K | Buy |
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