Shelton Capital Management’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 | $240K | Hold |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $354K | Hold |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $305K | Hold |
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|
2023
Q4 | $300K | Sell |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $325K | Hold |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $217K | Hold |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $216K | Buy |
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