Alpha Omega Wealth Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $462K | Sell |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $313K | Buy |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $237K | Buy |
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|
2020
Q2 | $150K | Sell |
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|
2020
Q1 | $153K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.84M | Buy |
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|
2019
Q2 | $2.92M | Sell |
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|
2019
Q1 | $2.41M | Buy |
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|
2018
Q4 | $1.92M | Sell |
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|
2018
Q3 | $2.71M | Buy |
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|
2018
Q2 | $2.35M | Buy |
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|
2018
Q1 | $2.53M | Buy |
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|
2017
Q4 | $2.37M | Buy |
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|
2017
Q3 | $2.38M | Sell |
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|
2017
Q2 | $2.82M | Sell |
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|
2017
Q1 | $2.46M | Buy |
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|
2016
Q4 | $1.83M | Sell |
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|
2016
Q3 | $1.95M | Buy |
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|
2016
Q2 | $1.7M | Buy |
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|
2016
Q1 | $1.91M | Buy |
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|
2015
Q4 | $2.28M | Buy |
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