Tealwood Asset 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
$2.53M Sell
46,001
-1,373
-3% -$75.4K 1.12% 25
2025
Q1
$2.6M Buy
47,374
+159
+0.3% +$8.73K 1.2% 19
2024
Q4
$2.5M Buy
47,215
+481
+1% +$25.4K 1.03% 29
2024
Q3
$2.97M Sell
46,734
-641
-1% -$40.7K 1.3% 8
2024
Q2
$2.57M Sell
47,375
-228
-0.5% -$12.4K 1.55% 16
2024
Q1
$2.34M Buy
+47,603
New +$2.34M 1.05% 26