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Tennessee Valley Asset Management Partners’s H&R Block HRB Stock Holding History

Tennessee Valley Asset Management Partners’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,878
Closed -$311K – 164
2024
Q4 		$311K Buy
+5,878
New +$345K 0.05% 120

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Tennessee Valley Asset Management Partners's HRB Position: Q1 2025 in Review

Tennessee Valley Asset Management Partners sold out of H&R Block (HRB) in Q1 2025, closing a stake of 5,878 shares — an estimated $311K sold.

Tennessee Valley Asset Management Partners first reported a position in HRB in Q4 2024 and held it in 1 quarter. The position peaked at $311K in Q4 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Tennessee Valley Asset Management Partners reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 5,878 H&R Block shares in Q1 2025, an estimated $311K.
  • Tennessee Valley Asset Management Partners first reported a position in H&R Block in Q4 2024 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's H&R Block position peaked at $311K in Q4 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2025, filed 18 Apr 2025.