Y-Intercept (HK)’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 | $4.97M | Buy |
90,635
+71,316
| +369% | +$3.91M | 0.12% | 222 |
|
|
2025
Q1 | $1.06M | Buy |
+19,319
| New | +$1.06M | 0.07% | 387 |
|
|
2024
Q2 | – | Sell |
-12,788
| Closed | -$628K | – | 1606 |
|
|
2024
Q1 | $628K | Buy |
+12,788
| New | +$628K | 0.05% | 599 |
|
|
2022
Q4 | – | Sell |
-12,944
| Closed | -$551K | – | 1145 |
|
|
2022
Q3 | $551K | Buy |
+12,944
| New | +$551K | 0.06% | 496 |
|
|
2022
Q2 | – | Sell |
-13,970
| Closed | -$364K | – | 999 |
|
|
2022
Q1 | $364K | Buy |
+13,970
| New | +$364K | 0.08% | 389 |
|
|
2021
Q3 | – | Sell |
-11,454
| Closed | -$269K | – | 758 |
|
|
2021
Q2 | $269K | Buy |
+11,454
| New | +$269K | 0.07% | 441 |
|