WR Wealth Planners’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $476 | Sell |
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|
2024
Q3 | $18.2K | Hold |
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|
2024
Q2 | $15.6K | Hold |
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|
2024
Q1 | $14.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $12K | Hold |
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|
2023
Q2 | $8.86K | Sell |
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|
2023
Q1 | $12.1K | Buy |
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|
2022
Q4 | $10.2K | Hold |
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|
2022
Q3 | $11.8K | Hold |
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|
2022
Q2 | $9.82K | Hold |
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|
2022
Q1 | $7.24K | Buy |
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