Cornerstone Planning Group’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
Q2
$929 Hold
2025
Q1
$1.01K Buy
2024
Q4
$544 Hold
2024
Q3
$601 Hold
2024
Q2
$549 Hold
2024
Q1
$476 Hold
2023
Q4
$484 Hold
2023
Q3
$431 Buy