Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $377K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $144K | Buy |
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|
2019
Q4 | $237K | Sell |
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|
2019
Q3 | $244K | Buy |
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|
2019
Q2 | $300K | Buy |
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|
2019
Q1 | $238K | Sell |
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|
2018
Q4 | $254K | Buy |
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|
2018
Q3 | $248K | Sell |
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|
2018
Q2 | $236K | Sell |
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|
2018
Q1 | $274K | Sell |
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|
2017
Q4 | $299K | Sell |
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|
2017
Q3 | $344K | Sell |
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|
2017
Q2 | $407K | Buy |
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|
2017
Q1 | $305K | Buy |
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|
2016
Q4 | $290K | Buy |
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|
2016
Q3 | $291K | Buy |
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|
2016
Q2 | $283K | Buy |
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|
2016
Q1 | $312K | Sell |
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|
2015
Q4 | $410K | Buy |
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|
2015
Q3 | $439K | Sell |
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|
2015
Q2 | $476K | Sell |
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|
2015
Q1 | $560K | Buy |
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|
2014
Q4 | $497K | Sell |
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|
2014
Q3 | $569K | Sell |
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|
2014
Q2 | $616K | Sell |
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|
2014
Q1 | $558K | Sell |
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|
2013
Q4 | $549K | Sell |
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|
2013
Q3 | $562K | Buy |
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|
2013
Q2 | $442K | Buy |
|