Choreo LLC’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 | $669K | Sell |
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|
2025
Q2 | $964K | Buy |
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|
2025
Q1 | $816K | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $916K | Buy |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $387K | Hold |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $313K | Hold |
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|
2020
Q4 | $229K | Sell |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $144K | Hold |
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|
2019
Q4 | $238K | Sell |
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|
2019
Q3 | $252K | Buy |
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|
2019
Q2 | $312K | Buy |
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|
2019
Q1 | $242K | Buy |
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|
2018
Q4 | $256K | Sell |
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|
2018
Q3 | $260K | Sell |
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|
2018
Q2 | $241K | Buy |
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|
2018
Q1 | $268K | Sell |
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|
2017
Q4 | $316K | Sell |
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|
2017
Q3 | $338K | Buy |
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|
2017
Q2 | $347K | Sell |
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|
2017
Q1 | $263K | Buy |
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|
2016
Q4 | $260K | Sell |
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|
2016
Q3 | $294K | Hold |
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|
2016
Q2 | $292K | Sell |
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|
2016
Q1 | $375K | Buy |
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|
2015
Q4 | $396K | Sell |
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|
2015
Q3 | $497K | Sell |
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|
2015
Q2 | $410K | Buy |
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|
2015
Q1 | $434K | Sell |
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|
2014
Q4 | $462K | Sell |
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|
2014
Q3 | $472K | Hold |
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|
2014
Q2 | $510K | Sell |
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|
2014
Q1 | $463K | Buy |
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