Valley National Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25K | Hold |
800
| – | – | ﹤0.01% | 474 |
|
|
2025
Q4 | $34K | Buy |
+800
| New | +$37.4K | ﹤0.01% | 438 |
|
|
2025
Q3 | – | Sell |
-800
| Closed | -$43K | – | 862 |
|
|
2025
Q2 | $43K | Hold |
800
| – | – | 0.01% | 396 |
|
|
2025
Q1 | $43K | Sell |
800
-27
| -3% | -$1.44K | 0.01% | 394 |
|
|
2024
Q4 | $43K | Buy |
827
+27
| +3% | +$1.59K | 0.01% | 367 |
|
|
2024
Q3 | $50K | Hold |
800
| – | – | 0.01% | 355 |
|
|
2024
Q2 | $43K | Hold |
800
| – | – | 0.01% | 414 |
|
|
2024
Q1 | $39K | Hold |
800
| – | – | 0.01% | 441 |
|
|
2023
Q4 | $38K | Hold |
800
| – | – | 0.01% | 446 |
|
|
2023
Q3 | $34K | Hold |
800
| – | – | 0.01% | 432 |
|
|
2023
Q2 | $26K | Hold |
800
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $27K | Hold |
800
| – | – | ﹤0.01% | 469 |
|
|
2022
Q4 | $30K | Hold |
800
| – | – | 0.01% | 443 |
|
|
2022
Q3 | $33K | Hold |
800
| – | – | 0.01% | 433 |
|
|
2022
Q2 | $29K | Hold |
800
| – | – | 0.01% | 423 |
|
|
2022
Q1 | $21K | Hold |
800
| – | – | ﹤0.01% | 500 |
|
|
2021
Q4 | $19K | Hold |
800
| – | – | ﹤0.01% | 510 |
|
|
2021
Q3 | $20K | Hold |
800
| – | – | ﹤0.01% | 487 |
|
|
2021
Q2 | $19K | Hold |
800
| – | – | ﹤0.01% | 493 |
|
|
2021
Q1 | $17K | Hold |
800
| – | – | ﹤0.01% | 475 |
|
|
2020
Q4 | $13K | Hold |
800
| – | – | ﹤0.01% | 489 |
|
|
2020
Q3 | $13K | Sell |
800
-400
| -33% | -$5.88K | ﹤0.01% | 448 |
|
|
2020
Q2 | $17K | Hold |
1,200
| – | – | ﹤0.01% | 424 |
|
|
2020
Q1 | $17K | Hold |
1,200
| – | – | ﹤0.01% | 403 |
|
|
2019
Q4 | $28K | Hold |
1,200
| – | – | 0.01% | 379 |
|
|
2019
Q3 | $28K | Hold |
1,200
| – | – | 0.01% | 372 |
|
|
2019
Q2 | $35K | Hold |
1,200
| – | – | 0.01% | 320 |
|
|
2019
Q1 | $29K | Hold |
1,200
| – | – | 0.01% | 342 |
|
|
2018
Q4 | $30K | Hold |
1,200
| – | – | 0.01% | 311 |
|
|
2018
Q3 | $31K | Sell |
1,200
-404
| -25% | -$10.2K | 0.01% | 302 |
|
|
2018
Q2 | $37K | Buy |
1,604
+4
| +0.3% | +$106 | 0.01% | 284 |
|
|
2018
Q1 | $41K | Buy |
1,600
+4
| +0.3% | +$105 | 0.02% | 269 |
|
|
2017
Q4 | $42K | Buy |
1,596
+4
| +0.3% | +$104 | 0.01% | 265 |
|
|
2017
Q3 | $42K | Buy |
1,592
+2
| +0.1% | +$58 | 0.01% | 263 |
|
|
2017
Q2 | $49K | Buy |
1,590
+4
| +0.3% | +$105 | 0.02% | 243 |
|
|
2017
Q1 | $37K | Buy |
1,586
+4
| +0.3% | +$89 | 0.01% | 268 |
|
|
2016
Q4 | $36K | Buy |
1,582
+3
| +0.2% | +$69 | 0.02% | 275 |
|
|
2016
Q3 | $37K | Buy |
1,579
+4
| +0.3% | +$94 | 0.02% | 254 |
|
|
2016
Q2 | $36K | Buy |
1,575
+3
| +0.2% | +$67 | 0.02% | 258 |
|
|
2016
Q1 | $42K | Buy |
1,572
+1,172
| +293% | +$36.8K | 0.02% | 244 |
|
|
2015
Q4 | $13K | Hold |
400
| – | – | 0.01% | 345 |
|
|
2015
Q3 | $14K | Buy |
+400
| New | +$13.5K | 0.01% | 337 |
|
Other funds holding HRB
VPM
VCM
