Washington Trust’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
Q1 | – | Sell |
-5,100
| Closed | -$269K | – | 814 |
|
|
2024
Q4 | $269K | Hold |
5,100
| – | – | 0.01% | 248 |
|
|
2024
Q3 | $324K | Hold |
5,100
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $277K | Hold |
5,100
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $250K | Sell |
5,100
-215
| -4% | -$10.6K | 0.01% | 258 |
|
|
2023
Q4 | $257K | Hold |
5,315
| – | – | 0.01% | 248 |
|
|
2023
Q3 | $229K | Hold |
5,315
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $169K | Hold |
5,315
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $187K | Hold |
5,315
| – | – | 0.01% | 259 |
|
|
2022
Q4 | $194K | Hold |
5,315
| – | – | 0.01% | 253 |
|
|
2022
Q3 | $226K | Hold |
5,315
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $188K | Hold |
5,315
| – | – | 0.01% | 252 |
|
|
2022
Q1 | $138K | Hold |
5,315
| – | – | 0.01% | 299 |
|
|
2021
Q4 | $125K | Hold |
5,315
| – | – | ﹤0.01% | 308 |
|
|
2021
Q3 | $133K | Hold |
5,315
| – | – | ﹤0.01% | 366 |
|
|
2021
Q2 | $125K | Buy |
+5,315
| New | +$125K | ﹤0.01% | 371 |
|