Carson Wealth (CWM LLC)’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Buy |
15,159
+197
| +1% | +$10.8K | ﹤0.01% | 1342 |
|
|
2025
Q1 | $822K | Sell |
14,962
-6,166
| -29% | -$339K | ﹤0.01% | 1242 |
|
|
2024
Q4 | $1.12M | Sell |
21,128
-8,132
| -28% | -$430K | ﹤0.01% | 1019 |
|
|
2024
Q3 | $1.86M | Buy |
29,260
+12,941
| +79% | +$822K | 0.01% | 738 |
|
|
2024
Q2 | $885K | Buy |
16,319
+11,917
| +271% | +$646K | ﹤0.01% | 957 |
|
|
2024
Q1 | $216K | Sell |
4,402
-1,069
| -20% | -$52.5K | ﹤0.01% | 1479 |
|
|
2023
Q4 | $265K | Buy |
5,471
+1,190
| +28% | +$57.6K | ﹤0.01% | 1296 |
|
|
2023
Q3 | $184K | Buy |
4,281
+2,297
| +116% | +$98.7K | ﹤0.01% | 1342 |
|
|
2023
Q2 | $63K | Buy |
1,984
+907
| +84% | +$28.8K | ﹤0.01% | 1830 |
|
|
2023
Q1 | $38K | Sell |
1,077
-256
| -19% | -$9.03K | ﹤0.01% | 2054 |
|
|
2022
Q4 | $49K | Sell |
1,333
-100
| -7% | -$3.68K | ﹤0.01% | 1748 |
|
|
2022
Q3 | $61K | Buy |
1,433
+682
| +91% | +$29K | ﹤0.01% | 1567 |
|
|
2022
Q2 | $27K | Buy |
751
+599
| +394% | +$21.5K | ﹤0.01% | 1942 |
|
|
2022
Q1 | $4K | Sell |
152
-64
| -30% | -$1.68K | ﹤0.01% | 2921 |
|
|
2021
Q4 | $5K | Buy |
+216
| New | +$5K | ﹤0.01% | 2717 |
|
|
2021
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2420 |
|
|
2021
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 2420 |
|
|
2020
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 2420 |
|
|
2020
Q3 | $4K | Hold |
171
| – | – | ﹤0.01% | 2420 |
|
|
2020
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2420 |
|
|
2020
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 2420 |
|
|
2019
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 2420 |
|
|
2019
Q3 | $4K | Hold |
171
| – | – | ﹤0.01% | 2420 |
|
|
2019
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2420 |
|
|
2019
Q1 | $4K | Buy |
171
+111
| +185% | +$2.6K | ﹤0.01% | 2420 |
|
|
2018
Q4 | $2K | Sell |
60
-90
| -60% | -$3K | ﹤0.01% | 1746 |
|
|
2018
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1391 |
|
|
2018
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1287 |
|
|
2018
Q1 | $4K | Sell |
150
-97
| -39% | -$2.59K | ﹤0.01% | 1048 |
|
|
2017
Q4 | $6K | Buy |
247
+97
| +65% | +$2.36K | ﹤0.01% | 1030 |
|
|
2017
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1136 |
|
|
2017
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 880 |
|
|
2017
Q1 | $3K | Sell |
150
-3,600
| -96% | -$72K | ﹤0.01% | 937 |
|
|
2016
Q4 | $86K | Buy |
+3,750
| New | +$86K | 0.01% | 373 |
|