NDVR Inc’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
$265K Buy
4,824
+151
+3% +$8.29K 0.25% 76
2025
Q1
$257K Sell
4,673
-200
-4% -$11K 0.26% 74
2024
Q4
$257K Buy
4,873
+358
+8% +$18.9K 0.25% 72
2024
Q3
$287K Buy
4,515
+192
+4% +$12.2K 0.29% 45
2024
Q2
$234K Sell
4,323
-7
-0.2% -$380 0.24% 67
2024
Q1
$213K Buy
+4,330
New +$213K 0.2% 97