Legacy Bridge’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $772K | Hold |
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|
2025
Q2 | $838K | Hold |
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|
2025
Q1 | $838K | Sell |
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|
2024
Q4 | $807K | Hold |
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|
2024
Q3 | $971K | Hold |
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|
2024
Q2 | $828K | Hold |
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|
2024
Q1 | $750K | Hold |
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|
2023
Q4 | $739K | Sell |
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|
2023
Q3 | $682K | Hold |
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|
2023
Q2 | $505K | Hold |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $629K | Hold |
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|
2022
Q2 | $522K | Hold |
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|
2022
Q1 | $385K | Hold |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $366K | Hold |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $26K | Buy |
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