Chase Investment Counsel’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 | $1.32M | Hold |
24,000
| – | – | 0.42% | 58 |
|
|
2025
Q1 | $1.32M | Buy |
24,000
+3,000
| +14% | +$165K | 0.48% | 56 |
|
|
2024
Q4 | $1.11M | Hold |
21,000
| – | – | 0.36% | 66 |
|
|
2024
Q3 | $1.33M | Hold |
21,000
| – | – | 0.44% | 58 |
|
|
2024
Q2 | $1.14M | Hold |
21,000
| – | – | 0.4% | 60 |
|
|
2024
Q1 | $1.03M | Hold |
21,000
| – | – | 0.38% | 70 |
|
|
2023
Q4 | $1.02M | Buy |
+21,000
| New | +$1.02M | 0.45% | 63 |
|