Tradition Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-784
| Closed | -$38K | – | 748 |
|
|
2023
Q4 | $38K | Hold |
784
| – | – | ﹤0.01% | 690 |
|
|
2023
Q3 | $34K | Hold |
784
| – | – | ﹤0.01% | 694 |
|
|
2023
Q2 | $25K | Sell |
784
-250
| -24% | -$7.97K | ﹤0.01% | 819 |
|
|
2023
Q1 | $36K | Buy |
1,034
+620
| +150% | +$21.6K | ﹤0.01% | 701 |
|
|
2022
Q4 | $15K | Hold |
414
| – | – | ﹤0.01% | 809 |
|
|
2022
Q3 | $18K | Sell |
414
-50
| -11% | -$2.17K | ﹤0.01% | 786 |
|
|
2022
Q2 | $16K | Sell |
464
-400
| -46% | -$13.8K | ﹤0.01% | 694 |
|
|
2022
Q1 | $22K | Hold |
864
| – | – | ﹤0.01% | 692 |
|
|
2021
Q4 | $20K | Hold |
864
| – | – | ﹤0.01% | 727 |
|
|
2021
Q3 | $22K | Hold |
864
| – | – | ﹤0.01% | 700 |
|
|
2021
Q2 | $20K | Hold |
864
| – | – | ﹤0.01% | 752 |
|
|
2021
Q1 | $19K | Hold |
864
| – | – | ﹤0.01% | 641 |
|
|
2020
Q4 | $14K | Buy |
+864
| New | +$14K | ﹤0.01% | 659 |
|