MLL
Moody Lynn & Lieberson’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
7,159
-38
| -0.5% | -$2.09K | 0.02% | 190 |
|
|
2025
Q1 | $395K | Hold |
7,197
| – | – | 0.03% | 183 |
|
|
2024
Q4 | $380K | Buy |
7,197
+60
| +0.8% | +$3.17K | 0.02% | 188 |
|
|
2024
Q3 | $454K | Hold |
7,137
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $387K | Hold |
7,137
| – | – | 0.03% | 184 |
|
|
2024
Q1 | $350K | Buy |
7,137
+10
| +0.1% | +$491 | 0.02% | 189 |
|
|
2023
Q4 | $345K | Buy |
+7,127
| New | +$345K | 0.03% | 189 |
|
|
2015
Q1 | – | Sell |
-8,957
| Closed | -$302K | – | 197 |
|
|
2014
Q4 | $302K | Buy |
+8,957
| New | +$302K | 0.04% | 163 |
|