Trivium Point Advisory’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 | $462K | Sell |
8,419
-333
| -4% | -$18.3K | 0.05% | 243 |
|
|
2025
Q1 | $481K | Sell |
8,752
-408
| -4% | -$22.4K | 0.06% | 232 |
|
|
2024
Q4 | $484K | Sell |
9,160
-256
| -3% | -$13.5K | 0.06% | 227 |
|
|
2024
Q3 | $559K | Buy |
9,416
+228
| +2% | +$13.5K | 0.08% | 212 |
|
|
2024
Q2 | $498K | Buy |
9,188
+533
| +6% | +$28.9K | 0.07% | 210 |
|
|
2024
Q1 | $425K | Buy |
+8,655
| New | +$425K | 0.09% | 168 |
|