Wedmont Private 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 | $512K | Buy |
9,213
+97
| +1% | +$5.39K | 0.02% | 420 |
|
|
2025
Q1 | $539K | Sell |
9,116
-491
| -5% | -$29K | 0.03% | 365 |
|
|
2024
Q4 | $515K | Buy |
9,607
+100
| +1% | +$5.36K | 0.03% | 365 |
|
|
2024
Q3 | $587K | Buy |
9,507
+578
| +6% | +$35.7K | 0.03% | 313 |
|
|
2024
Q2 | $477K | Buy |
8,929
+639
| +8% | +$34.2K | 0.03% | 356 |
|
|
2024
Q1 | $388K | Sell |
8,290
-4,081
| -33% | -$191K | 0.03% | 379 |
|
|
2023
Q4 | $584K | Buy |
+12,371
| New | +$584K | 0.05% | 271 |
|