Atlas 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 | $7.41K | Hold |
135
| – | – | ﹤0.01% | 792 |
|
|
2025
Q1 | $7.41K | Hold |
135
| – | – | ﹤0.01% | 825 |
|
|
2024
Q4 | $7.13K | Hold |
135
| – | – | ﹤0.01% | 802 |
|
|
2024
Q3 | $8.58K | Hold |
135
| – | – | ﹤0.01% | 741 |
|
|
2024
Q2 | $7.32K | Hold |
135
| – | – | ﹤0.01% | 759 |
|
|
2024
Q1 | $6.63K | Sell |
135
-1,228
| -90% | -$60.3K | ﹤0.01% | 746 |
|
|
2023
Q4 | $65.9K | Buy |
1,363
+1,228
| +910% | +$59.4K | 0.01% | 554 |
|
|
2023
Q3 | $5.81K | Hold |
135
| – | – | ﹤0.01% | 755 |
|
|
2023
Q2 | $4.3K | Sell |
135
-1,891
| -93% | -$60.3K | ﹤0.01% | 792 |
|
|
2023
Q1 | $71.4K | Sell |
2,026
-10,801
| -84% | -$381K | 0.01% | 515 |
|
|
2022
Q4 | $468K | Sell |
12,827
-313
| -2% | -$11.4K | 0.08% | 195 |
|
|
2022
Q3 | $559K | Buy |
13,140
+983
| +8% | +$41.8K | 0.1% | 164 |
|
|
2022
Q2 | $429K | Buy |
+12,157
| New | +$429K | 0.07% | 217 |
|
|
2019
Q1 | – | Sell |
-5,861
| Closed | -$149K | – | 576 |
|
|
2018
Q4 | $149K | Buy |
5,861
+1,041
| +22% | +$26.4K | 0.06% | 292 |
|
|
2018
Q3 | $122K | Buy |
+4,820
| New | +$122K | 0.04% | 339 |
|