Paladin Advisory Group’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 | – | Sell |
|
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|
2025
Q2 | $197K | Hold |
|
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|
2025
Q1 | $197K | Hold |
|
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|
2024
Q4 | $189K | Hold |
|
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|
2024
Q3 | $228K | Hold |
|
|||||
|
2024
Q2 | $196K | Hold |
|
|||||
|
2024
Q1 | $173K | Hold |
|
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|
2023
Q4 | $173K | Hold |
|
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|
2023
Q3 | $154K | Hold |
|
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|
2023
Q2 | $114K | Hold |
|
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|
2023
Q1 | $126K | Buy |
|
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|
2022
Q4 | – | Hold |
|
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|
2022
Q3 | – | Hold |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $94K | Buy |
|
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|
2021
Q4 | – | Hold |
|