Coppell Advisory Solutions’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
Q1 | – | Sell |
-353
| Closed | -$18.4K | – | 1002 |
|
|
2024
Q4 | $18.4K | Hold |
353
| – | – | ﹤0.01% | 913 |
|
|
2024
Q3 | $22.5K | Hold |
353
| – | – | ﹤0.01% | 826 |
|
|
2024
Q2 | $19.1K | Buy |
+353
| New | +$19.1K | ﹤0.01% | 808 |
|
|
2023
Q4 | $580 | Sell |
12
-13
| -52% | -$628 | ﹤0.01% | 1500 |
|
|
2023
Q3 | $913 | Buy |
25
+13
| +108% | +$475 | ﹤0.01% | 945 |
|
|
2023
Q2 | $384 | Buy |
+12
| New | +$384 | ﹤0.01% | 1259 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$913 | – | 598 |
|
|
2022
Q4 | $913 | Buy |
+25
| New | +$913 | ﹤0.01% | 946 |
|