Tanglewood Legacy Advisors’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 | $27.4K | Hold |
500
| – | – | 0.01% | 207 |
|
|
2025
Q1 | $27.5K | Hold |
500
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $26.4K | Hold |
500
| – | – | 0.01% | 209 |
|
|
2024
Q3 | $31.8K | Hold |
500
| – | – | 0.01% | 185 |
|
|
2024
Q2 | $27.1K | Hold |
500
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $24.6K | Hold |
500
| – | – | 0.01% | 208 |
|
|
2023
Q4 | $24.2K | Hold |
500
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $21.5K | Hold |
500
| – | – | 0.01% | 207 |
|
|
2023
Q2 | $15.9K | Hold |
500
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $17.6K | Buy |
+500
| New | +$17.6K | 0.01% | 214 |
|