TwinBeech Capital’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 | $5.96M | Buy |
+108,591
| New | +$5.96M | 0.14% | 181 |
|
|
2023
Q2 | – | Sell |
-37,517
| Closed | -$1.32M | – | 718 |
|
|
2023
Q1 | $1.32M | Sell |
37,517
-147,536
| -80% | -$5.2M | 0.03% | 421 |
|
|
2022
Q4 | $6.76M | Buy |
+185,053
| New | +$6.76M | 0.13% | 198 |
|
|
2022
Q1 | – | Sell |
-108,796
| Closed | -$2.56M | – | 605 |
|
|
2021
Q4 | $2.56M | Buy |
+108,796
| New | +$2.56M | 0.15% | 187 |
|
|
2020
Q3 | – | Sell |
-85,862
| Closed | -$1.23M | – | 497 |
|
|
2020
Q2 | $1.23M | Buy |
+85,862
| New | +$1.23M | 0.27% | 119 |
|