Atwood & Palmer’s H&R Block HRB Stock Holding History

Atwood & Palmer’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$31.3K	Hold	570	–	–	﹤0.01%	275
2025 Q1	$31.3K	Hold	570	–	–	﹤0.01%	257
2024 Q4	$30.1K	Hold	570	–	–	﹤0.01%	257
2024 Q3	$36.2K	Hold	570	–	–	﹤0.01%	244
2024 Q2	$30.9K	Hold	570	–	–	﹤0.01%	261
2024 Q1	$28K	Hold	570	–	–	﹤0.01%	255
2023 Q4	$27.6K	Hold	570	–	–	﹤0.01%	261
2023 Q3	$24.5K	Hold	570	–	–	﹤0.01%	255
2023 Q2	$18.2K	Hold	570	–	–	﹤0.01%	282
2023 Q1	$20.1K	Hold	570	–	–	﹤0.01%	261
2022 Q4	$20.8K	Hold	570	–	–	﹤0.01%	277
2022 Q3	$24K	Hold	570	–	–	﹤0.01%	252
2022 Q2	$20K	Sell	570 -177	-24%	-$6.21K	﹤0.01%	293
2022 Q1	$19K	Hold	747	–	–	﹤0.01%	317
2021 Q4	$18K	Hold	747	–	–	﹤0.01%	322
2021 Q3	$19K	Hold	747	–	–	﹤0.01%	307
2021 Q2	$18K	Hold	747	–	–	﹤0.01%	298
2021 Q1	$16K	Buy	747 +177	+31%	+$3.79K	﹤0.01%	314
2020 Q4	$9K	Sell	570 -80	-12%	-$1.26K	﹤0.01%	317
2020 Q3	$11K	Hold	650	–	–	﹤0.01%	265
2020 Q2	$9K	Hold	650	–	–	﹤0.01%	264
2020 Q1	$9K	Hold	650	–	–	﹤0.01%	252
2019 Q4	$15K	Sell	650 -3,000	-82%	-$69.2K	﹤0.01%	233
2019 Q3	$86K	Hold	3,650	–	–	0.01%	170
2019 Q2	$107K	Hold	3,650	–	–	0.01%	150
2019 Q1	$87K	Hold	3,650	–	–	0.01%	158
2018 Q4	$93K	Hold	3,650	–	–	0.01%	153
2018 Q3	$94K	Hold	3,650	–	–	0.01%	159
2018 Q2	$83K	Hold	3,650	–	–	0.01%	162
2018 Q1	$93K	Hold	3,650	–	–	0.01%	155
2017 Q4	$96K	Hold	3,650	–	–	0.01%	157
2017 Q3	$97K	Hold	3,650	–	–	0.01%	153
2017 Q2	$113K	Sell	3,650 -496	-12%	-$15.4K	0.02%	146
2017 Q1	$96K	Buy	4,146 +3,000	+262%	+$69.5K	0.02%	151
2016 Q4	$26K	Hold	1,146	–	–	﹤0.01%	211
2016 Q3	$27K	Hold	1,146	–	–	﹤0.01%	203
2016 Q2	$26K	Hold	1,146	–	–	﹤0.01%	211
2016 Q1	$30K	Buy	1,146 +321	+39%	+$8.4K	0.01%	206
2015 Q4	$27K	Hold	825	–	–	0.01%	246
2015 Q3	$30K	Buy	825 +346	+72%	+$12.6K	0.01%	225
2015 Q2	$14K	Hold	479	–	–	﹤0.01%	270
2015 Q1	$15K	Hold	479	–	–	﹤0.01%	253
2014 Q4	$17K	Hold	479	–	–	﹤0.01%	265
2014 Q3	$15K	Buy	479 +329	+219%	+$10.3K	﹤0.01%	274
2014 Q2	$5K	Buy	+150	New	+$5K	﹤0.01%	296