Vise Technologies’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 | $229K | Buy |
+4,175
| New | +$229K | 0.01% | 945 |
|
|
2023
Q1 | – | Sell |
-8,453
| Closed | -$309K | – | 349 |
|
|
2022
Q4 | $309K | Sell |
8,453
-1,509
| -15% | -$55.1K | 0.1% | 228 |
|
|
2022
Q3 | $424K | Sell |
9,962
-2,028
| -17% | -$86.3K | 0.16% | 154 |
|
|
2022
Q2 | $423K | Buy |
+11,990
| New | +$423K | 0.16% | 150 |
|