Bard Financial Services’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 | $274K | Hold |
5,000
| – | – | 0.03% | 177 |
|
|
2025
Q1 | $275K | Hold |
5,000
| – | – | 0.03% | 182 |
|
|
2024
Q4 | $264K | Hold |
5,000
| – | – | 0.03% | 178 |
|
|
2024
Q3 | $318K | Hold |
5,000
| – | – | 0.04% | 175 |
|
|
2024
Q2 | $271K | Hold |
5,000
| – | – | 0.03% | 188 |
|
|
2024
Q1 | $246K | Hold |
5,000
| – | – | 0.03% | 199 |
|
|
2023
Q4 | $242K | Hold |
5,000
| – | – | 0.03% | 206 |
|
|
2023
Q3 | $215K | Buy |
+5,000
| New | +$215K | 0.03% | 205 |
|
|
2023
Q2 | – | Sell |
-6,250
| Closed | -$220K | – | 324 |
|
|
2023
Q1 | $220K | Sell |
6,250
-1,000
| -14% | -$35.3K | 0.02% | 292 |
|
|
2022
Q4 | $265K | Hold |
7,250
| – | – | 0.02% | 258 |
|
|
2022
Q3 | $308K | Hold |
7,250
| – | – | 0.03% | 232 |
|
|
2022
Q2 | $256K | Buy |
+7,250
| New | +$256K | 0.02% | 246 |
|