Monument 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
Q1 | – | Sell |
-53,715
| Closed | -$2.84M | – | 210 |
|
|
2024
Q4 | $2.84M | Buy |
53,715
+1,075
| +2% | +$56.8K | 0.78% | 45 |
|
|
2024
Q3 | $3.35M | Buy |
52,640
+501
| +1% | +$31.8K | 0.93% | 35 |
|
|
2024
Q2 | $2.83M | Buy |
52,139
+1,546
| +3% | +$83.8K | 0.83% | 40 |
|
|
2024
Q1 | $2.48M | Buy |
50,593
+3,072
| +6% | +$151K | 0.72% | 55 |
|
|
2023
Q4 | $2.3M | Buy |
+47,521
| New | +$2.3M | 0.74% | 46 |
|