Abound Wealth Management’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 | $11K | Hold |
200
| – | – | ﹤0.01% | 426 |
|
|
2025
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $10.6K | Hold |
200
| – | – | ﹤0.01% | 376 |
|
|
2024
Q3 | $12.7K | Hold |
200
| – | – | ﹤0.01% | 374 |
|
|
2024
Q2 | $10.8K | Hold |
200
| – | – | ﹤0.01% | 353 |
|
|
2024
Q1 | $9.82K | Sell |
200
-1
| -0.5% | -$49 | ﹤0.01% | 378 |
|
|
2023
Q4 | $9.71K | Buy |
201
+1
| +0.5% | +$48 | ﹤0.01% | 374 |
|
|
2023
Q3 | $8.61K | Buy |
200
+50
| +33% | +$2.15K | ﹤0.01% | 363 |
|
|
2023
Q2 | $4.78K | Hold |
150
| – | – | ﹤0.01% | 492 |
|
|
2023
Q1 | $5.29K | Hold |
150
| – | – | ﹤0.01% | 394 |
|
|
2022
Q4 | $5.48K | Hold |
150
| – | – | ﹤0.01% | 335 |
|
|
2022
Q3 | $6.38K | Buy |
+150
| New | +$6.38K | ﹤0.01% | 333 |
|