Whittier 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
Q2 | $8.01K | Sell |
146
-146
| -50% | -$8.01K | ﹤0.01% | 1270 |
|
|
2025
Q1 | $16K | Hold |
292
| – | – | ﹤0.01% | 1145 |
|
|
2024
Q4 | $15.4K | Hold |
292
| – | – | ﹤0.01% | 1172 |
|
|
2024
Q3 | $18.6K | Hold |
292
| – | – | ﹤0.01% | 1124 |
|
|
2024
Q2 | $15.8K | Buy |
+292
| New | +$15.8K | ﹤0.01% | 1151 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$430 | – | 1579 |
|
|
2023
Q3 | $430 | Buy |
+10
| New | +$430 | ﹤0.01% | 1588 |
|
|
2019
Q2 | – | Sell |
-21
| Closed | -$1K | – | 1410 |
|
|
2019
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1283 |
|