Carlson 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
Q4 | $919K | Hold |
17,400
| – | – | 0.04% | 56 |
|
|
2024
Q3 | $1.11M | Hold |
17,400
| – | – | 0.05% | 45 |
|
|
2024
Q2 | $944K | Hold |
17,400
| – | – | 0.04% | 50 |
|
|
2024
Q1 | $855K | Hold |
17,400
| – | – | 0.04% | 53 |
|
|
2023
Q4 | $842K | Hold |
17,400
| – | – | 0.04% | 90 |
|
|
2023
Q3 | $749K | Hold |
17,400
| – | – | 0.04% | 82 |
|
|
2023
Q2 | $555K | Hold |
17,400
| – | – | 0.03% | 92 |
|
|
2023
Q1 | $613K | Buy |
+17,400
| New | +$613K | 0.04% | 91 |
|