Pathstone Family Office’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $702K | Buy |
+16,271
| New | +$702K | 0.01% | 867 |
|
|
2023
Q1 | – | Sell |
-20,828
| Closed | -$598K | – | 1343 |
|
|
2022
Q4 | $598K | Sell |
20,828
-4,095
| -16% | -$118K | 0.01% | 1014 |
|
|
2022
Q3 | $1.06M | Buy |
24,923
+18,696
| +300% | +$797K | 0.01% | 698 |
|
|
2022
Q2 | $221K | Buy |
+6,227
| New | +$221K | ﹤0.01% | 917 |
|