InceptionR’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 | $633K | Sell |
11,538
-625
| -5% | -$34.3K | 0.15% | 255 |
|
|
2025
Q1 | $668K | Sell |
12,163
-1,006
| -8% | -$55.2K | 0.2% | 194 |
|
|
2024
Q4 | $696K | Buy |
13,169
+2,542
| +24% | +$134K | 0.16% | 259 |
|
|
2024
Q3 | $675K | Buy |
+10,627
| New | +$675K | 0.16% | 240 |
|
|
2023
Q2 | – | Sell |
-12,670
| Closed | -$447K | – | 510 |
|
|
2023
Q1 | $447K | Buy |
+12,670
| New | +$447K | 0.14% | 269 |
|