Tradewinds LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $434K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $471K | Hold |
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|
2024
Q4 | $449K | Hold |
|
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|
2024
Q3 | $545K | Hold |
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|
2024
Q2 | $465K | Hold |
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|
2024
Q1 | $421K | Buy |
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|
2023
Q3 | $369K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $365K | Hold |
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|
2022
Q2 | $303K | Buy |
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|
2021
Q4 | $415K | Buy |
|