CTWM
Cherry Tree Wealth Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6K | Sell |
449
-74
| -14% | -$4.06K | 0.01% | 314 |
|
|
2025
Q1 | $28.7K | Buy |
523
+74
| +16% | +$4.06K | 0.01% | 304 |
|
|
2024
Q4 | $23.7K | Hold |
449
| – | – | 0.01% | 314 |
|
|
2024
Q3 | $28.5K | Hold |
449
| – | – | 0.01% | 304 |
|
|
2024
Q2 | $24.4K | Sell |
449
-40
| -8% | -$2.17K | 0.01% | 309 |
|
|
2024
Q1 | $24K | Hold |
489
| – | – | 0.01% | 307 |
|
|
2023
Q4 | $23.7K | Sell |
489
-478
| -49% | -$23.1K | 0.01% | 293 |
|
|
2023
Q3 | $41.6K | Hold |
967
| – | – | 0.01% | 241 |
|
|
2023
Q2 | $30.8K | Buy |
+967
| New | +$30.8K | 0.01% | 258 |
|