WR Wealth Planners’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 | $476 | Sell |
9
-278
| -97% | -$14.7K | ﹤0.01% | 992 |
|
|
2024
Q3 | $18.2K | Hold |
287
| – | – | 0.01% | 507 |
|
|
2024
Q2 | $15.6K | Hold |
287
| – | – | ﹤0.01% | 492 |
|
|
2024
Q1 | $14.1K | Buy |
+287
| New | +$14.1K | ﹤0.01% | 522 |
|
|
2023
Q4 | – | Sell |
-278
| Closed | -$12K | – | 486 |
|
|
2023
Q3 | $12K | Hold |
278
| – | – | ﹤0.01% | 514 |
|
|
2023
Q2 | $8.86K | Sell |
278
-65
| -19% | -$2.07K | ﹤0.01% | 598 |
|
|
2023
Q1 | $12.1K | Buy |
343
+65
| +23% | +$2.29K | 0.01% | 510 |
|
|
2022
Q4 | $10.2K | Hold |
278
| – | – | 0.01% | 263 |
|
|
2022
Q3 | $11.8K | Hold |
278
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $9.82K | Hold |
278
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $7.24K | Buy |
+278
| New | +$7.24K | ﹤0.01% | 330 |
|