Advisory Research’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
Q3 | $851K | Buy |
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|
2025
Q2 | $890K | Buy |
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|
2025
Q1 | $830K | Buy |
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|
2024
Q4 | $797K | Buy |
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|
2024
Q3 | $953K | Sell |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $939K | Sell |
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|
2023
Q3 | $882K | Sell |
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|
2023
Q2 | $679K | Buy |
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|
2023
Q1 | $720K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $34.7M | Sell |
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|
2016
Q2 | $36.3M | Buy |
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|
2016
Q1 | $41.1M | Sell |
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|
2015
Q4 | $74.1M | Buy |
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|
2015
Q3 | $56M | Sell |
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|
2015
Q2 | $49.4M | Sell |
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|
2015
Q1 | $59.2M | Sell |
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|
2014
Q4 | $104M | Sell |
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|
2014
Q3 | $101M | Sell |
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|
2014
Q2 | $112M | Buy |
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|
2014
Q1 | $86.9M | Buy |
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|
2013
Q4 | $16.8M | Buy |
|