AdvisorShares Investments’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 | $439K | Buy |
+8,000
| New | +$439K | 0.08% | 187 |
|
|
2025
Q1 | – | Sell |
-7,600
| Closed | -$402K | – | 289 |
|
|
2024
Q4 | $402K | Buy |
+7,600
| New | +$402K | 0.08% | 183 |
|
|
2024
Q1 | – | Sell |
-10,359
| Closed | -$501K | – | 301 |
|
|
2023
Q4 | $501K | Sell |
10,359
-121
| -1% | -$5.85K | 0.12% | 102 |
|
|
2023
Q3 | $451K | Buy |
+10,480
| New | +$451K | 0.12% | 66 |
|
|
2023
Q1 | – | Sell |
-8,864
| Closed | -$324K | – | 307 |
|
|
2022
Q4 | $324K | Sell |
8,864
-1,728
| -16% | -$63.1K | 0.09% | 189 |
|
|
2022
Q3 | $451K | Buy |
+10,592
| New | +$451K | 0.12% | 110 |
|