1620 Investment Advisors’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 | $227K | Buy |
4,126
+105
| +3% | +$5.76K | 0.16% | 140 |
|
|
2025
Q1 | $221K | Sell |
4,021
-377
| -9% | -$20.7K | 0.17% | 138 |
|
|
2024
Q4 | $232K | Sell |
4,398
-106
| -2% | -$5.6K | 0.18% | 142 |
|
|
2024
Q3 | $286K | Sell |
4,504
-3,921
| -47% | -$249K | 0.21% | 134 |
|
|
2024
Q2 | $457K | Hold |
8,425
| – | – | 0.35% | 83 |
|
|
2024
Q1 | $414K | Sell |
8,425
-1,292
| -13% | -$63.4K | 0.42% | 81 |
|
|
2023
Q4 | $470K | Buy |
+9,717
| New | +$470K | 0.51% | 67 |
|
|
2023
Q3 | – | Sell |
-10,239
| Closed | -$326K | – | 152 |
|
|
2023
Q2 | $326K | Buy |
+10,239
| New | +$326K | 0.35% | 95 |
|
|
2023
Q1 | – | Sell |
-10,199
| Closed | -$372K | – | 135 |
|
|
2022
Q4 | $372K | Sell |
10,199
-12
| -0.1% | -$438 | 0.45% | 77 |
|
|
2022
Q3 | $434K | Sell |
10,211
-1,053
| -9% | -$44.8K | 0.64% | 55 |
|
|
2022
Q2 | $398K | Buy |
11,264
+926
| +9% | +$32.7K | 0.55% | 68 |
|
|
2022
Q1 | $244K | Hold |
10,338
| – | – | 0.27% | 108 |
|
|
2021
Q4 | $244K | Buy |
+10,338
| New | +$244K | 0.27% | 104 |
|