Guyasuta 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 | $263K | Hold |
4,800
| – | – | 0.02% | 229 |
|
2025
Q1 | $264K | Hold |
4,800
| – | – | 0.02% | 216 |
|
2024
Q4 | $254K | Hold |
4,800
| – | – | 0.02% | 237 |
|
2024
Q3 | $305K | Hold |
4,800
| – | – | 0.02% | 209 |
|
2024
Q2 | $232K | Hold |
4,800
| – | – | 0.02% | 229 |
|
2024
Q1 | $232K | Hold |
4,800
| – | – | 0.02% | 230 |
|
2023
Q4 | $232K | Hold |
4,800
| – | – | 0.02% | 230 |
|
2023
Q3 | $207K | Buy |
+4,800
| New | +$207K | 0.02% | 230 |
|
2022
Q4 | – | Sell |
-4,800
| Closed | -$204K | – | 239 |
|
2022
Q3 | $204K | Buy |
+4,800
| New | +$204K | 0.02% | 220 |
|