Kendall Capital 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 | $3.43M | Buy |
62,420
+7,670
| +14% | +$421K | 0.91% | 30 |
|
|
2025
Q1 | $3.01M | Buy |
54,750
+2,215
| +4% | +$122K | 0.88% | 30 |
|
|
2024
Q4 | $2.78M | Buy |
52,535
+6,990
| +15% | +$369K | 0.81% | 36 |
|
|
2024
Q3 | $2.89M | Buy |
45,545
+3,255
| +8% | +$207K | 0.89% | 28 |
|
|
2024
Q2 | $2.29M | Buy |
42,290
+11,285
| +36% | +$612K | 0.76% | 34 |
|
|
2024
Q1 | $1.52M | Buy |
31,005
+5,030
| +19% | +$247K | 0.52% | 61 |
|
|
2023
Q4 | $1.26M | Buy |
25,975
+8,565
| +49% | +$414K | 0.49% | 66 |
|
|
2023
Q3 | $750K | Buy |
17,410
+11,025
| +173% | +$475K | 0.33% | 93 |
|
|
2023
Q2 | $203K | Buy |
+6,385
| New | +$203K | 0.09% | 192 |
|