JFS Wealth 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 | $6.26K | Hold |
114
| – | – | ﹤0.01% | 1008 |
|
|
2025
Q1 | $6.26K | Sell |
114
-16
| -12% | -$879 | ﹤0.01% | 1033 |
|
|
2024
Q4 | $6.87K | Sell |
130
-36
| -22% | -$1.9K | ﹤0.01% | 992 |
|
|
2024
Q3 | $10.6K | Buy |
166
+3
| +2% | +$191 | ﹤0.01% | 835 |
|
|
2024
Q2 | $8.84K | Buy |
163
+33
| +25% | +$1.79K | ﹤0.01% | 835 |
|
|
2024
Q1 | $6.39K | Sell |
130
-1
| -0.8% | -$49 | ﹤0.01% | 1008 |
|
|
2023
Q4 | $6.34K | Buy |
131
+24
| +22% | +$1.16K | ﹤0.01% | 961 |
|
|
2023
Q3 | $4.61K | Hold |
107
| – | – | ﹤0.01% | 1019 |
|
|
2023
Q2 | $3.41K | Hold |
107
| – | – | ﹤0.01% | 1184 |
|
|
2023
Q1 | $3.77K | Sell |
107
-23
| -18% | -$811 | ﹤0.01% | 1110 |
|
|
2022
Q4 | $4.75K | Sell |
130
-10
| -7% | -$365 | ﹤0.01% | 1009 |
|
|
2022
Q3 | $6K | Sell |
140
-2
| -1% | -$86 | ﹤0.01% | 917 |
|
|
2022
Q2 | $5K | Buy |
142
+63
| +80% | +$2.22K | ﹤0.01% | 984 |
|
|
2022
Q1 | $2K | Buy |
79
+51
| +182% | +$1.29K | ﹤0.01% | 1426 |
|
|
2021
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1398 |
|