Mather 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 | – | Sell |
-710
| Closed | -$39K | – | 1092 |
|
|
2025
Q1 | $39K | Buy |
710
+135
| +23% | +$7.42K | ﹤0.01% | 940 |
|
|
2024
Q4 | $30.4K | Hold |
575
| – | – | ﹤0.01% | 975 |
|
|
2024
Q3 | $36.6K | Hold |
575
| – | – | ﹤0.01% | 942 |
|
|
2024
Q2 | $28.2K | Hold |
575
| – | – | ﹤0.01% | 1174 |
|
|
2024
Q1 | $27.8K | Buy |
+575
| New | +$27.8K | ﹤0.01% | 990 |
|