Darwin Wealth Management’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 | $4.93K | Sell |
89
-450
| -83% | -$24.9K | ﹤0.01% | 416 |
|
|
2025
Q1 | $28.5K | Hold |
539
| – | – | 0.01% | 268 |
|
|
2024
Q4 | $28.5K | Hold |
539
| – | – | 0.01% | 268 |
|
|
2024
Q3 | $34.3K | Buy |
+539
| New | +$34.3K | 0.01% | 258 |
|
|
2020
Q2 | – | Sell |
-538
| Closed | -$7K | – | 409 |
|
|
2020
Q1 | $7K | Buy |
+538
| New | +$7K | ﹤0.01% | 544 |
|