Atlas Capital Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.41K | Hold |
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|
2025
Q1 | $7.41K | Hold |
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|
2024
Q4 | $7.13K | Hold |
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|
2024
Q3 | $8.58K | Hold |
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|
2024
Q2 | $7.32K | Hold |
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|
2024
Q1 | $6.63K | Sell |
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|
2023
Q4 | $65.9K | Buy |
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|
2023
Q3 | $5.81K | Hold |
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|
2023
Q2 | $4.3K | Sell |
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|
2023
Q1 | $71.4K | Sell |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $429K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $149K | Buy |
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|
2018
Q3 | $122K | Buy |
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