Bogart Wealth LLC’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 | $44.8K | Buy |
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|
2025
Q2 | $47.5K | Buy |
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|
2025
Q1 | $36.6K | Buy |
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|
2024
Q4 | $24.6K | Hold |
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|
2024
Q3 | $29.6K | Buy |
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|
2024
Q2 | $3.58K | Hold |
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|
2024
Q1 | $3.24K | Hold |
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|
2023
Q4 | $3.19K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $35.3K | Hold |
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|
2022
Q4 | $36.5K | Hold |
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|
2022
Q3 | $43K | Hold |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $24K | Sell |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $38K | Buy |
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|
2021
Q1 | $14K | Hold |
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|
2020
Q4 | $9K | Buy |
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