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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-17,526
| Closed | -$764K | – | 145 |
|
|
2025
Q4 | $764K | Buy |
17,526
+689
| +4% | +$32.2K | 0.1% | 122 |
|
|
2025
Q3 | $851K | Buy |
16,837
+617
| +4% | +$32.6K | 0.11% | 116 |
|
|
2025
Q2 | $890K | Buy |
16,220
+1,104
| +7% | +$63.8K | 0.14% | 109 |
|
|
2025
Q1 | $830K | Buy |
15,116
+41
| +0.3% | +$2.19K | 0.15% | 115 |
|
|
2024
Q4 | $797K | Buy |
15,075
+83
| +0.6% | +$4.88K | 0.13% | 121 |
|
|
2024
Q3 | $953K | Sell |
14,992
-8,722
| -37% | -$520K | 0.17% | 107 |
|
|
2024
Q2 | $1.29M | Buy |
23,714
+1,560
| +7% | +$77.7K | 0.24% | 92 |
|
|
2024
Q1 | $1.09M | Buy |
22,154
+2,736
| +14% | +$130K | 0.22% | 94 |
|
|
2023
Q4 | $939K | Sell |
19,418
-1,054
| -5% | -$47K | 0.14% | 168 |
|
|
2023
Q3 | $882K | Sell |
20,472
-821
| -4% | -$30.3K | 0.12% | 210 |
|
|
2023
Q2 | $679K | Buy |
21,293
+865
| +4% | +$27.9K | 0.09% | 253 |
|
|
2023
Q1 | $720K | Buy |
+20,428
| New | +$755K | 0.12% | 205 |
|
|
2022
Q4 | – | Sell |
-4,839
| Closed | -$206K | – | 382 |
|
|
2022
Q3 | $206K | Sell |
4,839
-26,092
| -84% | -$1.1M | 0.02% | 306 |
|
|
2022
Q2 | $1.09M | Buy |
+30,931
| New | +$955K | 0.11% | 146 |
|
|
2016
Q4 | – | Sell |
-1,497,382
| Closed | -$34.7M | – | 365 |
|
|
2016
Q3 | $34.7M | Sell |
1,497,382
-81,403
| -5% | -$1.9M | 0.56% | 58 |
|
|
2016
Q2 | $36.3M | Buy |
1,578,785
+22,244
| +1% | +$495K | 0.63% | 54 |
|
|
2016
Q1 | $41.1M | Sell |
1,556,541
-669,125
| -30% | -$21M | 0.78% | 46 |
|
|
2015
Q4 | $74.1M | Buy |
2,225,666
+680,012
| +44% | +$24.2M | 1.12% | 26 |
|
|
2015
Q3 | $56M | Sell |
1,545,654
-121,841
| -7% | -$4.13M | 0.8% | 38 |
|
|
2015
Q2 | $49.4M | Sell |
1,667,495
-179,120
| -10% | -$5.62M | 0.56% | 55 |
|
|
2015
Q1 | $59.2M | Sell |
1,846,615
-1,235,657
| -40% | -$41.4M | 0.65% | 43 |
|
|
2014
Q4 | $104M | Sell |
3,082,272
-170,396
| -5% | -$5.46M | 1.08% | 23 |
|
|
2014
Q3 | $101M | Sell |
3,252,668
-89,856
| -3% | -$2.93M | 0.98% | 33 |
|
|
2014
Q2 | $112M | Buy |
3,342,524
+463,455
| +16% | +$13.8M | 1.04% | 30 |
|
|
2014
Q1 | $86.9M | Buy |
2,879,069
+2,298,917
| +396% | +$69M | 0.9% | 35 |
|
|
2013
Q4 | $16.8M | Buy |
+580,152
| New | +$16.5M | 0.17% | 128 |
|
Other funds holding HRB
VPM
VCM
