EP Wealth Advisors’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 | $219K | Sell |
3,982
-627
| -14% | -$34.4K | ﹤0.01% | 1205 |
|
|
2025
Q1 | $253K | Buy |
4,609
+84
| +2% | +$4.61K | ﹤0.01% | 1011 |
|
|
2024
Q4 | $239K | Buy |
4,525
+280
| +7% | +$14.8K | ﹤0.01% | 974 |
|
|
2024
Q3 | $270K | Buy |
4,245
+221
| +5% | +$14K | ﹤0.01% | 901 |
|
|
2024
Q2 | $218K | Sell |
4,024
-122
| -3% | -$6.62K | ﹤0.01% | 739 |
|
|
2024
Q1 | $204K | Sell |
4,146
-137
| -3% | -$6.73K | ﹤0.01% | 732 |
|
|
2023
Q4 | $207K | Buy |
+4,283
| New | +$207K | ﹤0.01% | 705 |
|