PCG
Prosperity Consulting Group’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
6,257
-197
| -3% | -$10.8K | 0.03% | 352 |
|
|
2025
Q1 | $354K | Buy |
6,454
+918
| +17% | +$50.4K | 0.03% | 341 |
|
|
2024
Q4 | $293K | Buy |
5,536
+45
| +0.8% | +$2.38K | 0.02% | 385 |
|
|
2024
Q3 | $349K | Buy |
+5,491
| New | +$349K | 0.03% | 353 |
|