MAI 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 | $27.8K | Buy |
506
+456
| +912% | +$25K | ﹤0.01% | 2052 |
|
|
2025
Q1 | $2.75K | Sell |
50
-45
| -47% | -$2.47K | ﹤0.01% | 2726 |
|
|
2024
Q4 | $5.02K | Buy |
+95
| New | +$5.02K | ﹤0.01% | 2600 |
|
|
2024
Q3 | – | Sell |
-8,815
| Closed | -$478K | – | 1134 |
|
|
2024
Q2 | $478K | Sell |
8,815
-306
| -3% | -$16.6K | ﹤0.01% | 807 |
|
|
2024
Q1 | $448K | Sell |
9,121
-37
| -0.4% | -$1.82K | ﹤0.01% | 817 |
|
|
2023
Q4 | $443K | Buy |
9,158
+271
| +3% | +$13.1K | 0.01% | 723 |
|
|
2023
Q3 | $383K | Sell |
8,887
-34
| -0.4% | -$1.46K | 0.01% | 708 |
|
|
2023
Q2 | $284K | Sell |
8,921
-5,060
| -36% | -$161K | ﹤0.01% | 815 |
|
|
2023
Q1 | $493K | Sell |
13,981
-5,835
| -29% | -$206K | 0.01% | 630 |
|
|
2022
Q4 | $723K | Sell |
19,816
-646
| -3% | -$23.6K | 0.01% | 490 |
|
|
2022
Q3 | $870K | Buy |
+20,462
| New | +$870K | 0.02% | 395 |
|