Coldstream Capital Management’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 | $235K | Sell |
4,288
-205
| -5% | -$11.3K | ﹤0.01% | 999 |
|
|
2025
Q1 | $247K | Sell |
4,493
-137
| -3% | -$7.52K | 0.01% | 902 |
|
|
2024
Q4 | $245K | Sell |
4,630
-248
| -5% | -$13.1K | 0.01% | 928 |
|
|
2024
Q3 | $309K | Buy |
4,878
+198
| +4% | +$12.6K | 0.01% | 823 |
|
|
2024
Q2 | $254K | Sell |
4,680
-16
| -0.3% | -$868 | 0.01% | 830 |
|
|
2024
Q1 | $231K | Buy |
+4,696
| New | +$231K | 0.01% | 885 |
|
|
2023
Q1 | – | Sell |
-6,374
| Closed | -$233K | – | 846 |
|
|
2022
Q4 | $233K | Buy |
+6,374
| New | +$233K | 0.01% | 718 |
|
|
2022
Q2 | $214K | Buy |
+6,058
| New | +$214K | 0.01% | 706 |
|