MSH Capital Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $897K | Hold |
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|
2025
Q2 | $973K | Sell |
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|
2025
Q1 | $976K | Buy |
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|
2024
Q4 | $927K | Buy |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $951K | Buy |
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|
2024
Q1 | $839K | Sell |
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|
2023
Q4 | $864K | Sell |
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|
2023
Q3 | $790K | Sell |
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|
2023
Q2 | $614K | Buy |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $596K | Hold |
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|
2022
Q3 | $694K | Hold |
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|
2022
Q2 | $576K | Buy |
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|
2022
Q1 | $400K | Hold |
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|
2021
Q4 | $362K | Buy |
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