EverSource 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 | $50.2K | Buy |
914
+497
| +119% | +$27.3K | ﹤0.01% | 1605 |
|
|
2025
Q1 | $22.9K | Buy |
417
+142
| +52% | +$7.79K | ﹤0.01% | 1621 |
|
|
2024
Q4 | $14.5K | Buy |
275
+100
| +57% | +$5.28K | ﹤0.01% | 1808 |
|
|
2024
Q3 | $11.1K | Sell |
175
-278
| -61% | -$17.7K | ﹤0.01% | 1801 |
|
|
2024
Q2 | $26.2K | Sell |
453
-88
| -16% | -$5.1K | ﹤0.01% | 1370 |
|
|
2024
Q1 | $25.6K | Buy |
541
+13
| +2% | +$614 | ﹤0.01% | 1249 |
|
|
2023
Q4 | $25.5K | Sell |
528
-27
| -5% | -$1.31K | ﹤0.01% | 1132 |
|
|
2023
Q3 | $23.9K | Buy |
555
+522
| +1,582% | +$22.5K | ﹤0.01% | 1061 |
|
|
2023
Q2 | $1.05K | Sell |
33
-28
| -46% | -$893 | ﹤0.01% | 2200 |
|
|
2023
Q1 | $2.15K | Buy |
61
+40
| +190% | +$1.41K | ﹤0.01% | 1917 |
|
|
2022
Q4 | $767 | Hold |
21
| – | – | ﹤0.01% | 2150 |
|
|
2022
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1823 |
|