Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $206K | Buy |
+3,772
| New | +$206K | 0.08% | 109 |
|
|
2020
Q3 | – | Sell |
-68
| Closed | -$1K | – | 223 |
|
|
2020
Q2 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 375 |
|
|
2020
Q1 | – | Sell |
-37,731
| Closed | -$886K | – | 228 |
|
|
2019
Q4 | $886K | Sell |
37,731
-1,063
| -3% | -$25K | 0.57% | 54 |
|
|
2019
Q3 | $916K | Sell |
38,794
-37
| -0.1% | -$874 | 0.65% | 50 |
|
|
2019
Q2 | $1.14M | Buy |
38,831
+4,849
| +14% | +$142K | 0.92% | 34 |
|
|
2019
Q1 | $814K | Buy |
+33,982
| New | +$814K | 0.6% | 53 |
|