Dorsey Wright & Associates’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 |
-7,803
| Closed | -$412K | – | 132 |
|
|
2024
Q4 | $412K | Sell |
7,803
-10
| -0.1% | -$528 | 0.1% | 109 |
|
|
2024
Q3 | $497K | Hold |
7,813
| – | – | 0.12% | 106 |
|
|
2024
Q2 | $424K | Sell |
7,813
-29,459
| -79% | -$1.6M | 0.11% | 107 |
|
|
2024
Q1 | $1.83M | Buy |
37,272
+14,609
| +64% | +$717K | 0.48% | 94 |
|
|
2023
Q4 | $1.1M | Buy |
+22,663
| New | +$1.1M | 0.33% | 102 |
|
|
2023
Q2 | – | Sell |
-177,053
| Closed | -$6.24M | – | 317 |
|
|
2023
Q1 | $6.24M | Sell |
177,053
-27,911
| -14% | -$984K | 1.89% | 4 |
|
|
2022
Q4 | $7.48M | Buy |
+204,964
| New | +$7.48M | 2.18% | 3 |
|
|
2022
Q2 | $6.28M | Buy |
+177,884
| New | +$6.28M | 1.84% | 3 |
|
|
2021
Q4 | – | Sell |
-116,898
| Closed | -$2.92M | – | 301 |
|
|
2021
Q3 | $2.92M | Buy |
+116,898
| New | +$2.92M | 0.64% | 72 |
|