GeoWealth 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
Q1 | – | Sell |
-1,612
| Closed | -$85.2K | – | 1396 |
|
|
2024
Q4 | $85.2K | Buy |
1,612
+750
| +87% | +$39.6K | ﹤0.01% | 1014 |
|
|
2024
Q3 | $54.8K | Buy |
+862
| New | +$54.8K | ﹤0.01% | 1045 |
|
|
2024
Q1 | – | Sell |
-21,115
| Closed | -$1.02M | – | 873 |
|
|
2023
Q4 | $1.02M | Buy |
+21,115
| New | +$1.02M | 0.08% | 208 |
|