ORG Partners’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 | – | Sell |
-6
| Closed | -$367 | – | 1507 |
|
|
2025
Q1 | $367 | Hold |
6
| – | – | ﹤0.01% | 1306 |
|
|
2024
Q4 | $344 | Hold |
6
| – | – | ﹤0.01% | 1210 |
|
|
2024
Q3 | $414 | Hold |
6
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q2 | $356 | Hold |
6
| – | – | ﹤0.01% | 1667 |
|
|
2024
Q1 | $314 | Buy |
+6
| New | +$314 | ﹤0.01% | 503 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$280 | – | 1237 |
|
|
2023
Q3 | $280 | Hold |
6
| – | – | ﹤0.01% | 1257 |
|
|
2023
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1368 |
|