Cornerstone Planning Group’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 | $929 | Hold |
17
| – | – | ﹤0.01% | 1133 |
|
|
2025
Q1 | $1.01K | Buy |
17
+7
| +70% | +$415 | ﹤0.01% | 1129 |
|
|
2024
Q4 | $544 | Hold |
10
| – | – | ﹤0.01% | 1110 |
|
|
2024
Q3 | $601 | Hold |
10
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q2 | $549 | Hold |
10
| – | – | ﹤0.01% | 1067 |
|
|
2024
Q1 | $476 | Hold |
10
| – | – | ﹤0.01% | 947 |
|
|
2023
Q4 | $484 | Hold |
10
| – | – | ﹤0.01% | 780 |
|
|
2023
Q3 | $431 | Buy |
+10
| New | +$431 | ﹤0.01% | 912 |
|