Asset Dedication LLC’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 | $13.2K | Hold |
241
| – | – | ﹤0.01% | 773 |
|
|
2025
Q1 | $13.2K | Hold |
241
| – | – | ﹤0.01% | 725 |
|
|
2024
Q4 | $12.7K | Buy |
241
+225
| +1,406% | +$11.9K | ﹤0.01% | 730 |
|
|
2024
Q3 | $1.02K | Hold |
16
| – | – | ﹤0.01% | 1059 |
|
|
2024
Q2 | $868 | Hold |
16
| – | – | ﹤0.01% | 1109 |
|
|
2024
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 928 |
|
|
2023
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 937 |
|
|
2023
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 935 |
|
|
2023
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 909 |
|
|
2023
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 898 |
|
|
2022
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 936 |
|
|
2018
Q3 | – | Sell |
-2
| Closed | – | – | 686 |
|
|
2018
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 668 |
|