Belmont Capital’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 | $220K | Hold |
4,000
| – | – | 0.03% | 120 |
|
|
2025
Q1 | $220K | Hold |
4,000
| – | – | 0.04% | 117 |
|
|
2024
Q4 | $211K | Hold |
4,000
| – | – | 0.03% | 79 |
|
|
2024
Q3 | $254K | Hold |
4,000
| – | – | 0.04% | 106 |
|
|
2024
Q2 | $217K | Hold |
4,000
| – | – | 0.04% | 124 |
|
|
2024
Q1 | $196K | Sell |
4,000
-1,410
| -26% | -$69.2K | 0.05% | 91 |
|
|
2023
Q4 | $262K | Buy |
5,410
+40
| +0.7% | +$1.94K | 0.11% | 68 |
|
|
2023
Q3 | $231K | Buy |
5,370
+4,569
| +570% | +$197K | 0.13% | 63 |
|
|
2023
Q2 | $25.5K | Sell |
801
-77
| -9% | -$2.45K | 0.01% | 88 |
|
|
2023
Q1 | $31K | Hold |
878
| – | – | 0.03% | 54 |
|
|
2022
Q4 | $32K | Hold |
878
| – | – | 0.03% | 55 |
|
|
2022
Q3 | $37K | Buy |
+878
| New | +$37K | 0.04% | 42 |
|