Tradewinds LLC’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 | – | Sell |
-8,581
| Closed | -$471K | – | 158 |
|
|
2025
Q1 | $471K | Hold |
8,581
| – | – | 0.13% | 120 |
|
|
2024
Q4 | $449K | Hold |
8,581
| – | – | 0.12% | 128 |
|
|
2024
Q3 | $545K | Hold |
8,581
| – | – | 0.17% | 105 |
|
|
2024
Q2 | $465K | Hold |
8,581
| – | – | 0.14% | 115 |
|
|
2024
Q1 | $421K | Buy |
+8,581
| New | +$421K | 0.2% | 42 |
|
|
2023
Q3 | $369K | Hold |
8,581
| – | – | 0.22% | 75 |
|
|
2023
Q2 | $273K | Hold |
8,581
| – | – | 0.16% | 85 |
|
|
2023
Q1 | $302K | Buy |
+8,581
| New | +$302K | 0.18% | 93 |
|
|
2022
Q4 | – | Sell |
-8,581
| Closed | -$365K | – | 157 |
|
|
2022
Q3 | $365K | Hold |
8,581
| – | – | 0.27% | 73 |
|
|
2022
Q2 | $303K | Buy |
+8,581
| New | +$303K | 0.21% | 83 |
|
|
2021
Q4 | $415K | Buy |
+8,581
| New | +$415K | 0.49% | 32 |
|