Harbor Capital 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 | $77K | Buy |
1,409
+805
| +133% | +$44K | ﹤0.01% | 665 |
|
2025
Q1 | $33K | Sell |
604
-36
| -6% | -$1.97K | ﹤0.01% | 754 |
|
2024
Q4 | $34K | Buy |
640
+3
| +0.5% | +$159 | ﹤0.01% | 770 |
|
2024
Q3 | $40K | Buy |
+637
| New | +$40K | ﹤0.01% | 768 |
|
2023
Q3 | – | Sell |
-308
| Closed | -$9.82K | – | 538 |
|
2023
Q2 | $9.82K | Buy |
+308
| New | +$9.82K | ﹤0.01% | 643 |
|