Venturi 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
Q1 | – | Sell |
-679
| Closed | -$35.9K | – | 1144 |
|
|
2024
Q4 | $35.9K | Sell |
679
-66
| -9% | -$3.49K | ﹤0.01% | 1121 |
|
|
2024
Q3 | $47.3K | Buy |
745
+80
| +12% | +$5.08K | ﹤0.01% | 782 |
|
|
2024
Q2 | $36.1K | Buy |
665
+495
| +291% | +$26.8K | ﹤0.01% | 770 |
|
|
2024
Q1 | $8.35K | Buy |
170
+52
| +44% | +$2.55K | ﹤0.01% | 970 |
|
|
2023
Q4 | $5.71K | Sell |
118
-19
| -14% | -$919 | ﹤0.01% | 1005 |
|
|
2023
Q3 | $5.9K | Buy |
137
+118
| +621% | +$5.08K | ﹤0.01% | 931 |
|
|
2023
Q2 | $606 | Buy |
+19
| New | +$606 | ﹤0.01% | 1065 |
|