Kessler Investment Group’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 | $1M | Buy |
18,262
+1,017
| +6% | +$55.8K | 0.41% | 41 |
|
|
2025
Q1 | $947K | Sell |
17,245
-1,082
| -6% | -$59.4K | 0.46% | 40 |
|
|
2024
Q4 | $968K | Sell |
18,327
-708
| -4% | -$37.4K | 0.46% | 41 |
|
|
2024
Q3 | $1.21M | Buy |
19,035
+51
| +0.3% | +$3.24K | 0.62% | 34 |
|
|
2024
Q2 | $1.03M | Buy |
+18,984
| New | +$1.03M | 0.56% | 42 |
|