Woodmont Investment Counsel’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,043
| Closed | -$320K | – | 263 |
|
|
2024
Q3 | $320K | Hold |
5,043
| – | – | 0.02% | 220 |
|
|
2024
Q2 | $273K | Hold |
5,043
| – | – | 0.02% | 224 |
|
|
2024
Q1 | $248K | Hold |
5,043
| – | – | 0.02% | 238 |
|
|
2023
Q4 | $244K | Hold |
5,043
| – | – | 0.02% | 227 |
|
|
2023
Q3 | $217K | Sell |
5,043
-1,457
| -22% | -$62.7K | 0.02% | 223 |
|
|
2023
Q2 | $207K | Hold |
6,500
| – | – | 0.02% | 232 |
|
|
2023
Q1 | $229K | Hold |
6,500
| – | – | 0.02% | 223 |
|
|
2022
Q4 | $237K | Hold |
6,500
| – | – | 0.03% | 229 |
|
|
2022
Q3 | $277K | Buy |
+6,500
| New | +$277K | 0.03% | 212 |
|