SJS Investment Consulting’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 | $879 | Sell |
16
-11
| -41% | -$604 | ﹤0.01% | 910 |
|
|
2025
Q1 | $1.48K | Hold |
27
| – | – | ﹤0.01% | 853 |
|
|
2024
Q4 | $1.43K | Sell |
27
-4
| -13% | -$211 | ﹤0.01% | 864 |
|
|
2024
Q3 | $1.97K | Sell |
31
-1
| -3% | -$64 | ﹤0.01% | 791 |
|
|
2024
Q2 | $1.74K | Hold |
32
| – | – | ﹤0.01% | 792 |
|
|
2024
Q1 | $1.57K | Sell |
32
-2
| -6% | -$98 | ﹤0.01% | 860 |
|
|
2023
Q4 | $1.65K | Buy |
34
+4
| +13% | +$194 | ﹤0.01% | 747 |
|
|
2023
Q3 | $1.29K | Buy |
30
+6
| +25% | +$258 | ﹤0.01% | 818 |
|
|
2023
Q2 | $765 | Buy |
24
+1
| +4% | +$32 | ﹤0.01% | 1006 |
|
|
2023
Q1 | $811 | Sell |
23
-10
| -30% | -$353 | ﹤0.01% | 977 |
|
|
2022
Q4 | $1.21K | Buy |
33
+16
| +94% | +$584 | ﹤0.01% | 854 |
|
|
2022
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 756 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 985 |
|