UMB Bank’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 | $213K | Sell |
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|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $301K | Buy |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q4 | $207K | Hold |
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|
2023
Q3 | $184K | Hold |
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|
2023
Q2 | $136K | Hold |
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|
2023
Q1 | $151K | Hold |
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|
2022
Q4 | $156K | Sell |
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|
2022
Q3 | $187K | Sell |
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|
2022
Q2 | $169K | Sell |
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|
2022
Q1 | $125K | Hold |
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|
2021
Q4 | $113K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $256K | Hold |
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|
2016
Q3 | $257K | Buy |
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|
2016
Q2 | $236K | Buy |
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