GHP Investment 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 | $20.7K | Sell |
376
-65
| -15% | -$3.57K | ﹤0.01% | 624 |
|
|
2025
Q1 | $24.2K | Buy |
441
+3
| +0.7% | +$165 | ﹤0.01% | 578 |
|
|
2024
Q4 | $23.2K | Buy |
438
+2
| +0.5% | +$106 | ﹤0.01% | 584 |
|
|
2024
Q3 | $27.7K | Buy |
436
+2
| +0.5% | +$127 | ﹤0.01% | 581 |
|
|
2024
Q2 | $23.5K | Buy |
434
+70
| +19% | +$3.8K | ﹤0.01% | 572 |
|
|
2024
Q1 | $17.9K | Buy |
364
+2
| +0.6% | +$98 | ﹤0.01% | 600 |
|
|
2023
Q4 | $17.5K | Hold |
362
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $15.5K | Buy |
362
+3
| +0.8% | +$129 | ﹤0.01% | 637 |
|
|
2023
Q2 | $12.7K | Buy |
359
+6
| +2% | +$211 | ﹤0.01% | 652 |
|
|
2023
Q1 | $12.5K | Buy |
353
+2
| +0.6% | +$71 | ﹤0.01% | 645 |
|
|
2022
Q4 | $12.8K | Buy |
351
+3
| +0.9% | +$109 | ﹤0.01% | 642 |
|
|
2022
Q3 | $15K | Buy |
348
+2
| +0.6% | +$86 | ﹤0.01% | 612 |
|
|
2022
Q2 | $12K | Buy |
346
+4
| +1% | +$139 | ﹤0.01% | 648 |
|
|
2022
Q1 | $9K | Buy |
+342
| New | +$9K | ﹤0.01% | 738 |
|