Bell Investment Advisors’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 | $9.88K | Hold |
180
| – | – | ﹤0.01% | 679 |
|
|
2025
Q1 | $9.88K | Buy |
180
+9
| +5% | +$494 | ﹤0.01% | 611 |
|
|
2024
Q4 | $9.04K | Sell |
171
-7
| -4% | -$370 | ﹤0.01% | 644 |
|
|
2024
Q3 | $11.3K | Hold |
178
| – | – | ﹤0.01% | 569 |
|
|
2024
Q2 | $9.65K | Buy |
178
+1
| +0.6% | +$54 | ﹤0.01% | 625 |
|
|
2024
Q1 | $8.69K | Buy |
177
+17
| +11% | +$835 | ﹤0.01% | 650 |
|
|
2023
Q4 | $7.74K | Buy |
160
+6
| +4% | +$290 | ﹤0.01% | 657 |
|
|
2023
Q3 | $6.63K | Sell |
154
-29
| -16% | -$1.25K | ﹤0.01% | 670 |
|
|
2023
Q2 | $5.83K | Buy |
183
+38
| +26% | +$1.21K | ﹤0.01% | 738 |
|
|
2023
Q1 | $5.11K | Buy |
145
+48
| +49% | +$1.69K | ﹤0.01% | 781 |
|
|
2022
Q4 | $3.54K | Sell |
97
-11
| -10% | -$402 | ﹤0.01% | 987 |
|
|
2022
Q3 | $5K | Buy |
108
+9
| +9% | +$417 | ﹤0.01% | 680 |
|
|
2022
Q2 | $3K | Buy |
+99
| New | +$3K | ﹤0.01% | 952 |
|
|
2021
Q4 | $0 | Sell |
21
-235
| -92% | – | ﹤0.01% | 1858 |
|
|
2021
Q3 | $6K | Buy |
+256
| New | +$6K | ﹤0.01% | 634 |
|