Integrated Wealth Concepts’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,177
| Closed | -$660K | – | 1706 |
|
|
2024
Q2 | $660K | Buy |
12,177
+128
| +1% | +$6.94K | 0.01% | 933 |
|
|
2024
Q1 | $592K | Buy |
+12,049
| New | +$592K | 0.01% | 974 |
|
|
2023
Q1 | – | Sell |
-8,959
| Closed | -$327K | – | 1369 |
|
|
2022
Q4 | $327K | Buy |
8,959
+745
| +9% | +$27.2K | 0.01% | 790 |
|
|
2022
Q3 | $349K | Buy |
+8,214
| New | +$349K | 0.01% | 692 |
|
|
2022
Q1 | – | Sell |
-11,810
| Closed | -$278K | – | 996 |
|
|
2021
Q4 | $278K | Buy |
11,810
+2,962
| +33% | +$69.7K | 0.01% | 807 |
|
|
2021
Q3 | $221K | Buy |
+8,848
| New | +$221K | 0.01% | 853 |
|