Plato Investment Management’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
Q1 | – | Sell |
-3,814
| Closed | -$202K | – | 566 |
|
|
2024
Q4 | $202K | Buy |
3,814
+3,650
| +2,226% | +$194K | 0.01% | 409 |
|
|
2024
Q3 | $10.4K | Hold |
164
| – | – | ﹤0.01% | 500 |
|
|
2024
Q2 | $8.89K | Hold |
164
| – | – | ﹤0.01% | 454 |
|
|
2024
Q1 | $8.05K | Hold |
164
| – | – | ﹤0.01% | 443 |
|
|
2023
Q4 | $7.93K | Buy |
+164
| New | +$7.93K | 0.01% | 371 |
|