Coppell Advisory Solutions’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
Q1
Sell
2024
Q4
$18.4K Hold
2024
Q3
$22.5K Hold
2024
Q2
$19.1K Buy
2023
Q4
$580 Sell
2023
Q3
$913 Buy
2023
Q2
$384 Buy
2023
Q1
Sell
2022
Q4
$913 Buy