Annis Gardner Whiting Capital 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 | $80.7K | Sell |
1,470
-800
| -35% | -$43.9K | 0.03% | 338 |
|
|
2025
Q1 | $125K | Buy |
2,270
+2,200
| +3,143% | +$121K | 0.05% | 240 |
|
|
2024
Q4 | $3.72K | Buy |
70
+25
| +56% | +$1.33K | ﹤0.01% | 640 |
|
|
2024
Q3 | $2.88K | Hold |
45
| – | – | ﹤0.01% | 686 |
|
|
2024
Q2 | $2.46K | Hold |
45
| – | – | ﹤0.01% | 840 |
|
|
2024
Q1 | $2.23K | Hold |
45
| – | – | ﹤0.01% | 836 |
|
|
2023
Q4 | $2.19K | Hold |
45
| – | – | ﹤0.01% | 626 |
|
|
2023
Q3 | $1.95K | Buy |
+45
| New | +$1.95K | ﹤0.01% | 616 |
|