Spire Wealth 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
Q2 | $28.9K | Sell |
527
-1
| -0.2% | -$55 | ﹤0.01% | 1392 |
|
|
2025
Q1 | $29K | Sell |
528
-4
| -0.8% | -$220 | ﹤0.01% | 1491 |
|
|
2024
Q4 | $28.1K | Buy |
+532
| New | +$28.1K | ﹤0.01% | 1503 |
|
|
2022
Q2 | – | Sell |
-345
| Closed | -$9K | – | 2741 |
|
|
2022
Q1 | $9K | Sell |
345
-15
| -4% | -$391 | ﹤0.01% | 2064 |
|
|
2021
Q4 | $8K | Buy |
360
+17
| +5% | +$378 | ﹤0.01% | 2443 |
|
|
2021
Q3 | $9K | Sell |
343
-62
| -15% | -$1.63K | ﹤0.01% | 2123 |
|
|
2021
Q2 | $10K | Buy |
405
+21
| +5% | +$519 | ﹤0.01% | 2117 |
|
|
2021
Q1 | $8K | Buy |
+384
| New | +$8K | ﹤0.01% | 2475 |
|