Burns Matteson Capital Management’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
2024
Q3
Sell
2024
Q2
$415K Sell
2024
Q1
$412K Sell
2023
Q4
$737K Buy
2023
Q3
Sell
2023
Q2
$520K Buy
2022
Q4
Sell
2022
Q3
$425K Buy