Prevatt Capital’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 | $25.2M | Hold |
460,000
| – | – | 8.66% | 5 |
|
|
2025
Q1 | $25.3M | Hold |
460,000
| – | – | 8.31% | 6 |
|
|
2024
Q4 | $24.3M | Hold |
460,000
| – | – | 7% | 7 |
|
|
2024
Q3 | $29.2M | Hold |
460,000
| – | – | 9.62% | 4 |
|
|
2024
Q2 | $24.9M | Hold |
460,000
| – | – | 7.78% | 4 |
|
|
2024
Q1 | $22.6M | Buy |
460,000
+100,000
| +28% | +$4.91M | 7.62% | 7 |
|
|
2023
Q4 | $17.4M | Buy |
+360,000
| New | +$17.4M | 6.43% | 10 |
|