TD Private Client Wealth’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 | $478K | Sell |
8,714
-31
| -0.4% | -$1.7K | 0.01% | 477 |
|
|
2025
Q1 | $480K | Buy |
8,745
+1,784
| +26% | +$98K | 0.01% | 446 |
|
|
2024
Q4 | $368K | Buy |
6,961
+885
| +15% | +$46.8K | 0.01% | 494 |
|
|
2024
Q3 | $386K | Buy |
6,076
+1,695
| +39% | +$108K | 0.01% | 487 |
|
|
2024
Q2 | $238K | Buy |
4,381
+366
| +9% | +$19.8K | 0.01% | 544 |
|
|
2024
Q1 | $197K | Buy |
4,015
+1,395
| +53% | +$68.5K | 0.01% | 591 |
|
|
2023
Q4 | $127K | Buy |
2,620
+273
| +12% | +$13.2K | ﹤0.01% | 640 |
|
|
2023
Q3 | $101K | Buy |
2,347
+1,047
| +81% | +$45.1K | ﹤0.01% | 648 |
|
|
2023
Q2 | $41.4K | Sell |
1,300
-720
| -36% | -$22.9K | ﹤0.01% | 814 |
|
|
2023
Q1 | $71.2K | Sell |
2,020
-237
| -11% | -$8.35K | ﹤0.01% | 701 |
|
|
2022
Q4 | $82.4K | Sell |
2,257
-222
| -9% | -$8.11K | ﹤0.01% | 654 |
|
|
2022
Q3 | $105K | Sell |
2,479
-437
| -15% | -$18.6K | 0.01% | 604 |
|
|
2022
Q2 | $103K | Sell |
2,916
-847
| -23% | -$29.9K | 0.01% | 610 |
|
|
2022
Q1 | $98K | Buy |
3,763
+3,525
| +1,481% | +$91.8K | ﹤0.01% | 641 |
|
|
2021
Q4 | $5.61K | Hold |
238
| – | – | ﹤0.01% | 949 |
|
|
2021
Q3 | $5.95K | Hold |
238
| – | – | ﹤0.01% | 946 |
|
|
2021
Q2 | $5.59K | Sell |
238
-7
| -3% | -$164 | ﹤0.01% | 950 |
|
|
2021
Q1 | $5.34K | Sell |
245
-8
| -3% | -$174 | ﹤0.01% | 925 |
|
|
2020
Q4 | $4.01K | Sell |
253
-54
| -18% | -$857 | ﹤0.01% | 906 |
|
|
2020
Q3 | $5K | Sell |
307
-363
| -54% | -$5.91K | ﹤0.01% | 844 |
|
|
2020
Q2 | $9.57K | Sell |
670
-532
| -44% | -$7.6K | ﹤0.01% | 802 |
|
|
2020
Q1 | $16.9K | Buy |
1,202
+625
| +108% | +$8.8K | ﹤0.01% | 707 |
|
|
2019
Q4 | $13.5K | Buy |
+577
| New | +$13.5K | ﹤0.01% | 734 |
|