GHP Investment Advisors’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.7K Sell
2025
Q1
$24.2K Buy
2024
Q4
$23.2K Buy
2024
Q3
$27.7K Buy
2024
Q2
$23.5K Buy
2024
Q1
$17.9K Buy
2023
Q4
$17.5K Hold
2023
Q3
$15.5K Buy
2023
Q2
$12.7K Buy
2023
Q1
$12.5K Buy
2022
Q4
$12.8K Buy
2022
Q3
$15K Buy
2022
Q2
$12K Buy
2022
Q1
$9K Buy