Glassman Wealth Services’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11
| Closed | -$532 | – | 924 |
|
|
2023
Q4 | $532 | Hold |
11
| – | – | ﹤0.01% | 1709 |
|
|
2023
Q3 | $474 | Hold |
11
| – | – | ﹤0.01% | 1749 |
|
|
2023
Q2 | $351 | Hold |
11
| – | – | ﹤0.01% | 1705 |
|
|
2023
Q1 | $388 | Buy |
11
+4
| +57% | +$141 | ﹤0.01% | 1663 |
|
|
2022
Q4 | $256 | Hold |
7
| – | – | ﹤0.01% | 1740 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1805 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1813 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1768 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1751 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1689 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1544 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1504 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1428 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1399 |
|
|
2020
Q2 | $0 | Buy |
7
+1
| +17% | – | ﹤0.01% | 1359 |
|
|
2020
Q1 | $0 | Sell |
6
-40
| -87% | – | ﹤0.01% | 1315 |
|
|
2019
Q4 | $1K | Buy |
46
+11
| +31% | +$239 | ﹤0.01% | 941 |
|
|
2019
Q3 | $1K | Sell |
35
-9
| -20% | -$257 | ﹤0.01% | 848 |
|
|
2019
Q2 | $1K | Buy |
44
+9
| +26% | +$205 | ﹤0.01% | 856 |
|
|
2019
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 814 |
|
|
2018
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 638 |
|
|
2018
Q3 | $1K | Buy |
35
+11
| +46% | +$314 | ﹤0.01% | 687 |
|
|
2018
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 665 |
|
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 618 |
|
|
2017
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 573 |
|
|
2017
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 470 |
|
|
2017
Q2 | $1K | Buy |
24
+19
| +380% | +$792 | ﹤0.01% | 470 |
|
|
2017
Q1 | $0 | Sell |
5
-35
| -88% | – | ﹤0.01% | 630 |
|
|
2016
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 559 |
|
|
2016
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 428 |
|