Aviso Wealth Management’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 | $654K | Hold |
11,917
| – | – | 0.31% | 77 |
|
|
2025
Q1 | $654K | Hold |
11,917
| – | – | 0.35% | 75 |
|
|
2024
Q4 | $630K | Hold |
11,917
| – | – | 0.32% | 78 |
|
|
2024
Q3 | $757K | Sell |
11,917
-500
| -4% | -$31.8K | 0.41% | 67 |
|
|
2024
Q2 | $673K | Sell |
12,417
-125
| -1% | -$6.78K | 0.4% | 65 |
|
|
2024
Q1 | $616K | Buy |
12,542
+642
| +5% | +$31.5K | 0.39% | 66 |
|
|
2023
Q4 | $576K | Buy |
+11,900
| New | +$576K | 0.42% | 60 |
|