Carolina Wealth Advisors’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 | $57.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.32M | Sell |
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|
2022
Q1 | $3.94M | Buy |
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|
2021
Q4 | $3.49M | Buy |
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|
2021
Q3 | $3.48M | Sell |
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|
2021
Q2 | $3.39M | Buy |
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|
2021
Q1 | $3.04M | Sell |
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|
2020
Q4 | $2.28M | Sell |
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|
2020
Q3 | $2.54M | Buy |
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|
2020
Q2 | $2.23M | Buy |
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|
2020
Q1 | $2.16M | Buy |
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|
2019
Q4 | $184K | Buy |
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