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 |
|