Carlson 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
Q4
$919K Hold
2024
Q3
$1.11M Hold
2024
Q2
$944K Hold
2024
Q1
$855K Hold
2023
Q4
$842K Hold
2023
Q3
$749K Hold
2023
Q2
$555K Hold
2023
Q1
$613K Buy