True Wealth Design’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 | $549 | Buy |
10
+7
| +233% | +$384 | ﹤0.01% | 1704 |
|
|
2025
Q1 | $165 | Sell |
3
-23
| -88% | -$1.27K | ﹤0.01% | 2025 |
|
|
2024
Q4 | $1.37K | Sell |
26
-709
| -96% | -$37.5K | ﹤0.01% | 839 |
|
|
2024
Q3 | $46.7K | Sell |
735
-17,221
| -96% | -$1.09M | 0.02% | 153 |
|
|
2024
Q2 | $974K | Sell |
17,956
-128
| -0.7% | -$6.94K | 0.24% | 36 |
|
|
2024
Q1 | $888K | Buy |
+18,084
| New | +$888K | 0.22% | 58 |
|
|
2023
Q1 | – | Sell |
-18,285
| Closed | -$668K | – | 879 |
|
|
2022
Q4 | $668K | Buy |
+18,285
| New | +$668K | 0.31% | 94 |
|