Waldron Private 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 | $336K | Hold |
6,075
| – | – | 0.01% | 240 |
|
|
2025
Q1 | $336K | Sell |
6,075
-7,827
| -56% | -$433K | 0.02% | 229 |
|
|
2024
Q4 | $740K | Buy |
13,902
+6,936
| +100% | +$369K | 0.03% | 200 |
|
|
2024
Q3 | $443K | Buy |
6,966
+22
| +0.3% | +$1.4K | 0.02% | 265 |
|
|
2024
Q2 | $379K | Buy |
6,944
+36
| +0.5% | +$1.96K | 0.02% | 277 |
|
|
2024
Q1 | $341K | Sell |
6,908
-18
| -0.3% | -$890 | 0.02% | 291 |
|
|
2023
Q4 | $337K | Buy |
6,926
+16
| +0.2% | +$779 | 0.02% | 291 |
|
|
2023
Q3 | $300K | Buy |
6,910
+124
| +2% | +$5.38K | 0.02% | 290 |
|
|
2023
Q2 | $218K | Buy |
6,786
+421
| +7% | +$13.5K | 0.01% | 343 |
|
|
2023
Q1 | $226K | Sell |
6,365
-163
| -2% | -$5.79K | 0.01% | 370 |
|
|
2022
Q4 | $279K | Hold |
6,528
| – | – | 0.02% | 309 |
|
|
2022
Q3 | $279K | Buy |
6,528
+178
| +3% | +$7.61K | 0.02% | 311 |
|
|
2022
Q2 | $225K | Buy |
+6,350
| New | +$225K | 0.01% | 349 |
|
|
2016
Q1 | – | Sell |
-6,650
| Closed | -$223K | – | 164 |
|
|
2015
Q4 | $223K | Hold |
6,650
| – | – | 0.08% | 141 |
|
|
2015
Q3 | $240K | Buy |
+6,650
| New | +$240K | 0.1% | 110 |
|
|
2015
Q2 | – | Sell |
-6,650
| Closed | -$213K | – | 127 |
|
|
2015
Q1 | $213K | Hold |
6,650
| – | – | 0.09% | 117 |
|
|
2014
Q4 | $224K | Hold |
6,650
| – | – | 0.09% | 110 |
|
|
2014
Q3 | $206K | Hold |
6,650
| – | – | 0.1% | 108 |
|
|
2014
Q2 | $223K | Hold |
6,650
| – | – | 0.1% | 108 |
|
|
2014
Q1 | $201K | Buy |
+6,650
| New | +$201K | 0.1% | 112 |
|