Stokes Family Office’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,532
| Closed | -$238K | – | 266 |
|
|
2023
Q3 | $238K | Buy |
+5,532
| New | +$238K | 0.03% | 281 |
|
|
2023
Q1 | – | Sell |
-7,068
| Closed | -$258K | – | 310 |
|
|
2022
Q4 | $258K | Sell |
7,068
-655
| -8% | -$23.9K | 0.03% | 232 |
|
|
2022
Q3 | $329K | Buy |
7,723
+1,030
| +15% | +$43.9K | 0.05% | 195 |
|
|
2022
Q2 | $236K | Buy |
+6,693
| New | +$236K | 0.03% | 236 |
|