Taylor Hoffman Wealth Management’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$206K Buy
2020
Q3
Sell
2020
Q2
$1K Buy
2020
Q1
Sell
2019
Q4
$886K Sell
2019
Q3
$916K Sell
2019
Q2
$1.14M Buy
2019
Q1
$814K Buy