Atria Wealth Solutions’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
Q1 | – | Sell |
-19,241
| Closed | -$1.02M | – | 1946 |
|
|
2024
Q4 | $1.02M | Buy |
19,241
+6,544
| +52% | +$347K | 0.01% | 909 |
|
|
2024
Q3 | $812K | Buy |
12,697
+1,860
| +17% | +$119K | 0.01% | 996 |
|
|
2024
Q2 | $591K | Buy |
10,837
+4,583
| +73% | +$250K | 0.01% | 1145 |
|
|
2024
Q1 | $309K | Sell |
6,254
-25
| -0.4% | -$1.24K | ﹤0.01% | 1528 |
|
|
2023
Q4 | $306K | Buy |
6,279
+27
| +0.4% | +$1.32K | ﹤0.01% | 1476 |
|
|
2023
Q3 | $271K | Sell |
6,252
-78
| -1% | -$3.38K | ﹤0.01% | 1471 |
|
|
2023
Q2 | $204K | Sell |
6,330
-30
| -0.5% | -$965 | ﹤0.01% | 1686 |
|
|
2023
Q1 | $226K | Sell |
6,360
-1,793
| -22% | -$63.7K | ﹤0.01% | 1588 |
|
|
2022
Q4 | $300K | Hold |
8,153
| – | – | ﹤0.01% | 1352 |
|
|
2022
Q3 | $349K | Buy |
8,153
+1,112
| +16% | +$47.6K | 0.01% | 1202 |
|
|
2022
Q2 | $250K | Buy |
+7,041
| New | +$250K | ﹤0.01% | 1290 |
|