Chesley Taft & Associates’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 | $537K | Buy |
9,786
+128
| +1% | +$7.03K | 0.02% | 252 |
|
|
2025
Q1 | $530K | Buy |
9,658
+317
| +3% | +$17.4K | 0.03% | 247 |
|
|
2024
Q4 | $494K | Sell |
9,341
-59
| -0.6% | -$3.12K | 0.02% | 250 |
|
|
2024
Q3 | $597K | Hold |
9,400
| – | – | 0.03% | 237 |
|
|
2024
Q2 | $510K | Sell |
9,400
-222
| -2% | -$12K | 0.03% | 241 |
|
|
2024
Q1 | $473K | Buy |
+9,622
| New | +$473K | 0.02% | 243 |
|