MWPCG
Measured Wealth Private Client Group’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
25,856
+579
| +2% | +$31.8K | 0.42% | 33 |
|
|
2025
Q1 | $1.39M | Buy |
25,277
+2,886
| +13% | +$158K | 0.45% | 31 |
|
|
2024
Q4 | $1.18M | Buy |
22,391
+581
| +3% | +$30.7K | 0.38% | 35 |
|
|
2024
Q3 | $1.39M | Sell |
21,810
-2,054
| -9% | -$131K | 0.46% | 29 |
|
|
2024
Q2 | $1.29M | Buy |
23,864
+4,469
| +23% | +$242K | 0.45% | 27 |
|
|
2024
Q1 | $952K | Buy |
19,395
+2,089
| +12% | +$103K | 0.33% | 45 |
|
|
2023
Q4 | $837K | Buy |
+17,306
| New | +$837K | 0.31% | 44 |
|
|
2023
Q2 | – | Sell |
-6,283
| Closed | -$221K | – | 187 |
|
|
2023
Q1 | $221K | Buy |
6,283
+699
| +13% | +$24.6K | 0.09% | 165 |
|
|
2022
Q4 | $204K | Buy |
5,584
+822
| +17% | +$30K | 0.08% | 161 |
|
|
2022
Q3 | $203K | Buy |
+4,762
| New | +$203K | 0.09% | 143 |
|
|
2018
Q4 | – | Sell |
-580
| Closed | -$15K | – | 369 |
|
|
2018
Q3 | $15K | Buy |
+580
| New | +$15K | 0.01% | 563 |
|