TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
8,679
-77
| -0.9% | -$4.23K | 0.14% | 117 |
|
|
2025
Q1 | $481K | Sell |
8,756
-98
| -1% | -$5.38K | 0.17% | 110 |
|
|
2024
Q4 | $468K | Buy |
8,854
+117
| +1% | +$6.18K | 0.16% | 106 |
|
|
2024
Q3 | $555K | Buy |
8,737
+95
| +1% | +$6.04K | 0.19% | 102 |
|
|
2024
Q2 | $469K | Buy |
8,642
+203
| +2% | +$11K | 0.18% | 104 |
|
|
2024
Q1 | $414K | Sell |
8,439
-73
| -0.9% | -$3.59K | 0.17% | 109 |
|
|
2023
Q4 | $412K | Buy |
+8,512
| New | +$412K | 0.2% | 103 |
|
|
2022
Q4 | – | Sell |
-6,710
| Closed | -$285K | – | 175 |
|
|
2022
Q3 | $285K | Buy |
6,710
+50
| +0.8% | +$2.12K | 0.16% | 127 |
|
|
2022
Q2 | $235K | Buy |
+6,660
| New | +$235K | 0.17% | 135 |
|