GoalVest Advisory’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 | $9.33K | Buy |
+170
| New | +$9.33K | ﹤0.01% | 311 |
|
|
2024
Q2 | – | Sell |
-40
| Closed | -$1.96K | – | 359 |
|
|
2024
Q1 | $1.96K | Sell |
40
-20
| -33% | -$982 | ﹤0.01% | 370 |
|
|
2023
Q4 | $2.9K | Buy |
+60
| New | +$2.9K | ﹤0.01% | 314 |
|
|
2022
Q3 | – | Sell |
-600
| Closed | -$22K | – | 281 |
|
|
2022
Q2 | $22K | Buy |
600
+589
| +5,355% | +$21.6K | 0.01% | 214 |
|
|
2022
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 435 |
|