F/M Investments’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 | – | Sell |
-30,650
| Closed | -$1.68M | – | 410 |
|
|
2025
Q1 | $1.68M | Sell |
30,650
-1,432
| -4% | -$78.6K | 0.07% | 249 |
|
|
2024
Q4 | $1.7M | Buy |
32,082
+5,677
| +21% | +$300K | 0.06% | 243 |
|
|
2024
Q3 | $1.67M | Buy |
26,405
+4,349
| +20% | +$275K | 0.05% | 227 |
|
|
2024
Q2 | $1.19M | Buy |
+22,056
| New | +$1.19M | 0.04% | 251 |
|