Annapolis Financial Services’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$548 Buy
+9
New +$548 ﹤0.01% 394
2024
Q1
Sell
-86
Closed -$4.16K 406
2023
Q4
$4.16K Hold
86
﹤0.01% 401
2023
Q3
$3.7K Hold
86
﹤0.01% 409
2023
Q2
$2.74K Hold
86
﹤0.01% 425
2023
Q1
$3.03K Hold
86
﹤0.01% 386
2022
Q4
$3.14K Hold
86
﹤0.01% 382
2022
Q3
$4K Hold
86
﹤0.01% 411
2022
Q2
$3K Hold
86
﹤0.01% 363
2022
Q1
$2K Hold
86
﹤0.01% 410
2021
Q4
$2K Hold
86
﹤0.01% 411
2021
Q3
$2K Hold
86
﹤0.01% 401
2021
Q2
$2K Hold
86
﹤0.01% 376
2021
Q1
$2K Hold
86
﹤0.01% 363
2020
Q4
$1K Buy
+86
New +$1K ﹤0.01% 389