IHT Wealth Management’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 | $323K | Buy |
5,884
+111
| +2% | +$6.09K | 0.01% | 853 |
|
|
2025
Q1 | $317K | Buy |
5,773
+35
| +0.6% | +$1.92K | 0.01% | 838 |
|
|
2024
Q4 | $303K | Buy |
5,738
+152
| +3% | +$8.03K | 0.01% | 850 |
|
|
2024
Q3 | $355K | Buy |
5,586
+288
| +5% | +$18.3K | 0.01% | 846 |
|
|
2024
Q2 | $287K | Buy |
5,298
+9
| +0.2% | +$488 | 0.01% | 812 |
|
|
2024
Q1 | $260K | Sell |
5,289
-203
| -4% | -$9.97K | 0.01% | 848 |
|
|
2023
Q4 | $266K | Buy |
+5,492
| New | +$266K | 0.01% | 812 |
|