Westshore Wealth’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 | $223K | Sell |
4,060
-26
| -0.6% | -$1.43K | 0.09% | 84 |
|
|
2025
Q1 | $224K | Sell |
4,086
-88
| -2% | -$4.83K | 0.09% | 82 |
|
|
2024
Q4 | $221K | Hold |
4,174
| – | – | 0.09% | 85 |
|
|
2024
Q3 | $265K | Sell |
4,174
-146
| -3% | -$9.28K | 0.11% | 74 |
|
|
2024
Q2 | $234K | Sell |
4,320
-83
| -2% | -$4.5K | 0.1% | 82 |
|
|
2024
Q1 | $216K | Sell |
4,403
-98
| -2% | -$4.81K | 0.09% | 93 |
|
|
2023
Q4 | $218K | Buy |
+4,501
| New | +$218K | 0.1% | 84 |
|
|
2022
Q4 | – | Sell |
-4,730
| Closed | -$201K | – | 108 |
|
|
2022
Q3 | $201K | Buy |
+4,730
| New | +$201K | 0.14% | 87 |
|