Gallacher Capital 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 | $467K | Buy |
8,502
+3,631
| +75% | +$199K | 0.22% | 134 |
|
2025
Q1 | $267K | Sell |
4,871
-459
| -9% | -$25.2K | 0.13% | 209 |
|
2024
Q4 | $282K | Sell |
5,330
-59
| -1% | -$3.12K | 0.14% | 204 |
|
2024
Q3 | $342K | Sell |
5,389
-1,398
| -21% | -$88.8K | 0.16% | 174 |
|
2024
Q2 | $368K | Sell |
6,787
-12,092
| -64% | -$656K | 0.19% | 153 |
|
2024
Q1 | $927K | Buy |
18,879
+9,985
| +112% | +$490K | 0.47% | 36 |
|
2023
Q4 | $430K | Sell |
8,894
-1,145
| -11% | -$55.4K | 0.24% | 94 |
|
2023
Q3 | $432K | Sell |
10,039
-1,672
| -14% | -$72K | 0.27% | 77 |
|
2023
Q2 | $373K | Sell |
11,711
-9,810
| -46% | -$313K | 0.22% | 127 |
|
2023
Q1 | $759K | Buy |
21,521
+7,221
| +50% | +$255K | 0.46% | 37 |
|
2022
Q4 | $522K | Buy |
+14,300
| New | +$522K | 0.32% | 61 |
|