Advisors Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $209K | Buy |
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|
2024
Q3 | $172K | Buy |
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|
2024
Q2 | $53.3K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $861K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $2.02M | Sell |
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|
2022
Q4 | $5.91M | Sell |
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|
2022
Q3 | $11M | Sell |
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|
2022
Q2 | $13.2M | Sell |
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|
2022
Q1 | $12.9M | Sell |
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|
2021
Q4 | $14M | Sell |
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|
2021
Q3 | $14.9M | Buy |
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|
2021
Q2 | $13.7M | Buy |
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|
2021
Q1 | $9.68M | Buy |
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|
2020
Q4 | $4.71M | Buy |
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|
2020
Q3 | $2.56M | Buy |
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|
2020
Q2 | $897K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $21K | Sell |
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|
2016
Q3 | $23K | Sell |
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|
2016
Q2 | $25K | Hold |
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|
2016
Q1 | $29K | Hold |
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|
2015
Q4 | $37K | Sell |
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|
2015
Q3 | $51K | Hold |
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|
2015
Q2 | $42K | Hold |
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|
2015
Q1 | $45K | Sell |
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|
2014
Q4 | $599K | Sell |
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|
2014
Q3 | $2M | Sell |
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|
2014
Q2 | $2.67M | Sell |
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|
2014
Q1 | $3.17M | Sell |
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|
2013
Q4 | $3.45M | Sell |
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|
2013
Q3 | $9.39M | Sell |
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|
2013
Q2 | $10.5M | Buy |
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