Harrison & Co Wealth Management, LLC
- SEC CIK
- 0001903858
- Latest filing
- Jan 17, 2023
HRB holding history
H&R Block Inc in every 13F filed by Harrison & Co Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HRB overviewAll 13F holders of HRBFull Q4 2022 holdings
- Shares (Q4 2022)
- 22,231
- Value
- $811.7K
- % of portfolio
- 0.8%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 22,231 | $811.7K | 0.8% | −299−1.3% | Reduced | Holders |
| Q3 2022 | 22,530 | $958.0K | 1.0% | −2,399−9.6% | Reduced | Holders |
| Q2 2022 | 24,929 | $880.0K | 0.8% | −14,671−37.0% | Reduced | Holders |
| Q1 2022 | 39,600 | $1.03M | 0.9% | −779−1.9% | Reduced | Holders |
| Q4 2021 | 40,379 | $951.0K | 0.8% | – | No prior filing | Holders |