Barnett & Company’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
Q3 | $208K | Hold |
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|
2025
Q2 | $226K | Hold |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $218K | Hold |
|
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|
2024
Q3 | $262K | Hold |
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|
2024
Q2 | $223K | Hold |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $935K | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $922K | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.47M | Sell |
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|
2021
Q2 | $1.4M | Buy |
|