Arax Advisory Partners’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 | $140K | Sell |
2,537
-47
| -2% | -$2.59K | 0.01% | 797 |
|
|
2025
Q1 | $142K | Sell |
2,584
-171
| -6% | -$9.39K | 0.01% | 616 |
|
|
2024
Q4 | $146K | Buy |
2,755
+1,455
| +112% | +$76.9K | 0.01% | 570 |
|
|
2024
Q3 | $82.6K | Buy |
1,300
+298
| +30% | +$18.9K | 0.01% | 546 |
|
|
2024
Q2 | $54.3K | Buy |
+1,002
| New | +$54.3K | 0.01% | 628 |
|