Impact Partnership Wealth’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 | $449K | Buy |
8,175
+3,802
| +87% | +$209K | 0.08% | 152 |
|
|
2025
Q1 | $240K | Buy |
+4,373
| New | +$240K | 0.05% | 203 |
|
|
2024
Q2 | – | Sell |
-2,052
| Closed | -$101K | – | 428 |
|
|
2024
Q1 | $101K | Buy |
2,052
+1,957
| +2,060% | +$96.1K | 0.04% | 256 |
|
|
2023
Q4 | $4.6K | Sell |
95
-4,261
| -98% | -$206K | ﹤0.01% | 587 |
|
|
2023
Q3 | $188K | Buy |
+4,356
| New | +$188K | 0.06% | 187 |
|