Cunning Capital Partners’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 | $2.05M | Hold |
37,360
| – | – | 1.07% | 40 |
|
|
2025
Q1 | $2.05M | Sell |
37,360
-215
| -0.6% | -$11.8K | 1.31% | 35 |
|
|
2024
Q4 | $1.99M | Hold |
37,575
| – | – | 1.19% | 39 |
|
|
2024
Q3 | $2.39M | Hold |
37,575
| – | – | 1.25% | 27 |
|
|
2024
Q2 | $2.04M | Hold |
37,575
| – | – | 1.14% | 30 |
|
|
2024
Q1 | $1.85M | Hold |
37,575
| – | – | 1.02% | 43 |
|
|
2023
Q4 | $1.82M | Hold |
37,575
| – | – | 1.13% | 38 |
|
|
2023
Q3 | $1.62M | Buy |
+37,575
| New | +$1.62M | 1.06% | 40 |
|
|
2023
Q2 | – | Sell |
-37,575
| Closed | -$1.33M | – | 82 |
|
|
2023
Q1 | $1.33M | Hold |
37,575
| – | – | 0.9% | 67 |
|
|
2022
Q4 | $1.37M | Hold |
37,575
| – | – | 0.97% | 67 |
|
|
2022
Q3 | $1.6M | Sell |
37,575
-9,790
| -21% | -$416K | 1.27% | 24 |
|
|
2022
Q2 | $1.67M | Buy |
+47,365
| New | +$1.67M | 1.29% | 19 |
|