Moran Wealth 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 | $17M | Sell |
309,526
-871
| -0.3% | -$47.8K | 0.52% | 53 |
|
|
2025
Q1 | $17M | Sell |
310,397
-2,616
| -0.8% | -$144K | 0.57% | 53 |
|
|
2024
Q4 | $16.5M | Sell |
313,013
-931
| -0.3% | -$49.2K | 0.53% | 63 |
|
|
2024
Q3 | $20M | Sell |
313,944
-5,770
| -2% | -$367K | 0.61% | 49 |
|
|
2024
Q2 | $17.3M | Buy |
+319,714
| New | +$17.3M | 0.57% | 52 |
|