Belmont Capital’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
Q2 | $220K | Hold |
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|
2025
Q1 | $220K | Hold |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $196K | Sell |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $25.5K | Sell |
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|
2023
Q1 | $30.9K | Hold |
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|
2022
Q4 | $32K | Hold |
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|
2022
Q3 | $37K | Buy |
|