NLP
Next Level Private’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
3,832
+26
| +0.7% | +$1.43K | 0.07% | 143 |
|
|
2025
Q1 | $209K | Buy |
+3,806
| New | +$209K | 0.08% | 133 |
|
|
2024
Q4 | – | Sell |
-3,757
| Closed | -$239K | – | 140 |
|
|
2024
Q3 | $239K | Buy |
3,757
+22
| +0.6% | +$1.4K | 0.1% | 121 |
|
|
2024
Q2 | $203K | Sell |
3,735
-673
| -15% | -$36.5K | 0.09% | 129 |
|
|
2024
Q1 | $216K | Buy |
+4,408
| New | +$216K | 0.1% | 120 |
|