Wealthfront Advisers’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 | $995K | Sell |
18,125
-380
| -2% | -$20.9K | ﹤0.01% | 681 |
|
|
2025
Q1 | $1.02M | Sell |
18,505
-779
| -4% | -$42.8K | ﹤0.01% | 654 |
|
|
2024
Q4 | $1.02M | Sell |
19,284
-350
| -2% | -$18.5K | ﹤0.01% | 657 |
|
|
2024
Q3 | $1.25M | Sell |
19,634
-316
| -2% | -$20.1K | ﹤0.01% | 606 |
|
|
2024
Q2 | $1.08M | Sell |
19,950
-848
| -4% | -$46K | ﹤0.01% | 606 |
|
|
2024
Q1 | $1.02M | Sell |
20,798
-584
| -3% | -$28.7K | ﹤0.01% | 611 |
|
|
2023
Q4 | $1.03M | Sell |
21,382
-700
| -3% | -$33.9K | ﹤0.01% | 588 |
|
|
2023
Q3 | $951K | Sell |
22,082
-346
| -2% | -$14.9K | ﹤0.01% | 566 |
|
|
2023
Q2 | $715K | Sell |
22,428
-325
| -1% | -$10.4K | ﹤0.01% | 620 |
|
|
2023
Q1 | $802K | Sell |
22,753
-597
| -3% | -$21K | ﹤0.01% | 570 |
|
|
2022
Q4 | $853K | Sell |
23,350
-503
| -2% | -$18.4K | ﹤0.01% | 538 |
|
|
2022
Q3 | $1.02M | Sell |
23,853
-303
| -1% | -$12.9K | 0.01% | 482 |
|
|
2022
Q2 | $853K | Sell |
24,156
-479
| -2% | -$16.9K | ﹤0.01% | 508 |
|
|
2022
Q1 | $641K | Sell |
24,635
-1,800
| -7% | -$46.8K | ﹤0.01% | 591 |
|
|
2021
Q4 | $622K | Sell |
26,435
-739
| -3% | -$17.4K | ﹤0.01% | 560 |
|
|
2021
Q3 | $679K | Sell |
27,174
-58
| -0.2% | -$1.45K | ﹤0.01% | 524 |
|
|
2021
Q2 | $639K | Sell |
27,232
-269
| -1% | -$6.31K | ﹤0.01% | 490 |
|
|
2021
Q1 | $600K | Sell |
27,501
-1,271
| -4% | -$27.7K | ﹤0.01% | 434 |
|
|
2020
Q4 | $456K | Sell |
28,772
-17,164
| -37% | -$272K | ﹤0.01% | 445 |
|
|
2020
Q3 | $748K | Buy |
45,936
+16,310
| +55% | +$266K | 0.01% | 372 |
|
|
2020
Q2 | $423K | Buy |
+29,626
| New | +$423K | ﹤0.01% | 416 |
|
|
2019
Q3 | – | Sell |
-22,624
| Closed | -$663K | – | 479 |
|
|
2019
Q2 | $663K | Buy |
+22,624
| New | +$663K | 0.01% | 348 |
|
|
2019
Q1 | – | Sell |
-23,998
| Closed | -$609K | – | 482 |
|
|
2018
Q4 | $609K | Buy |
+23,998
| New | +$609K | 0.01% | 330 |
|