Burns Matteson Capital Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,646
| Closed | -$415K | – | 179 |
|
|
2024
Q2 | $415K | Sell |
7,646
-749
| -9% | -$40.6K | 0.26% | 66 |
|
|
2024
Q1 | $412K | Sell |
8,395
-6,840
| -45% | -$336K | 0.27% | 85 |
|
|
2023
Q4 | $737K | Buy |
+15,235
| New | +$737K | 0.52% | 52 |
|
|
2023
Q3 | – | Sell |
-16,305
| Closed | -$520K | – | 156 |
|
|
2023
Q2 | $520K | Buy |
+16,305
| New | +$520K | 0.32% | 98 |
|
|
2022
Q4 | – | Sell |
-9,982
| Closed | -$425K | – | 155 |
|
|
2022
Q3 | $425K | Buy |
+9,982
| New | +$425K | 0.31% | 47 |
|