Bellwether 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
$55 Hold
1
﹤0.01% 591
2025
Q1
$55 Hold
1
﹤0.01% 508
2024
Q4
$53 Buy
+1
New +$53 ﹤0.01% 510
2023
Q2
Sell
-1
Closed -$35 257
2023
Q1
$35 Hold
1
﹤0.01% 469
2022
Q4
$36 Buy
+1
New +$36 ﹤0.01% 429