AllianceBernstein’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 | $8.99M | Sell |
206,235
-69,978
| -25% | -$2.44M | ﹤0.01% | 1264 |
|
|
2025
Q4 | $12M | Buy |
276,213
+103,773
| +60% | +$4.85M | ﹤0.01% | 1156 |
|
|
2025
Q3 | $8.72M | Sell |
172,440
-14,251
| -8% | -$753K | ﹤0.01% | 1269 |
|
|
2025
Q2 | $10.2M | Sell |
186,691
-3,419
| -2% | -$197K | ﹤0.01% | 1166 |
|
|
2025
Q1 | $10.4M | Sell |
190,110
-5,881
| -3% | -$314K | ﹤0.01% | 1141 |
|
|
2024
Q4 | $10.4M | Sell |
195,991
-1,975
| -1% | -$116K | ﹤0.01% | 1175 |
|
|
2024
Q3 | $12.6M | Sell |
197,966
-14,955
| -7% | -$891K | ﹤0.01% | 1069 |
|
|
2024
Q2 | $11.5M | Sell |
212,921
-18,965
| -8% | -$944K | ﹤0.01% | 1099 |
|
|
2024
Q1 | $11.4M | Sell |
231,886
-10,782
| -4% | -$512K | ﹤0.01% | 1098 |
|
|
2023
Q4 | $11.7M | Buy |
242,668
+19,638
| +9% | +$875K | ﹤0.01% | 1079 |
|
|
2023
Q3 | $9.6M | Sell |
223,030
-7,631
| -3% | -$282K | ﹤0.01% | 1109 |
|
|
2023
Q2 | $7.35M | Buy |
230,661
+14,353
| +7% | +$464K | ﹤0.01% | 1272 |
|
|
2023
Q1 | $7.62M | Sell |
216,308
-16,350
| -7% | -$605K | ﹤0.01% | 1214 |
|
|
2022
Q4 | $8.49M | Sell |
232,658
-3,953
| -2% | -$161K | ﹤0.01% | 1182 |
|
|
2022
Q3 | $10.1M | Sell |
236,611
-5,298
| -2% | -$224K | ﹤0.01% | 1086 |
|
|
2022
Q2 | $8.54M | Sell |
241,909
-25,458
| -10% | -$786K | ﹤0.01% | 1192 |
|
|
2022
Q1 | $6.96M | Sell |
267,367
-4,525
| -2% | -$110K | ﹤0.01% | 1428 |
|
|
2021
Q4 | $6.41M | Sell |
271,892
-8,567
| -3% | -$208K | ﹤0.01% | 1488 |
|
|
2021
Q3 | $7.01M | Sell |
280,459
-12,626
| -4% | -$315K | ﹤0.01% | 1428 |
|
|
2021
Q2 | $6.88M | Sell |
293,085
-9,557
| -3% | -$226K | ﹤0.01% | 1431 |
|
|
2021
Q1 | $6.6M | Buy |
302,642
+2,693
| +0.9% | +$50.9K | ﹤0.01% | 1406 |
|
|
2020
Q4 | $4.76M | Sell |
299,949
-16,652
| -5% | -$288K | ﹤0.01% | 1511 |
|
|
2020
Q3 | $5.16M | Buy |
316,601
+45,829
| +17% | +$674K | ﹤0.01% | 1323 |
|
|
2020
Q2 | $3.87M | Sell |
270,772
-58,618
| -18% | -$926K | ﹤0.01% | 1467 |
|
|
2020
Q1 | $4.64M | Sell |
329,390
-70,343
| -18% | -$1.47M | ﹤0.01% | 1220 |
|
|
2019
Q4 | $9.39M | Sell |
399,733
-4,683
| -1% | -$112K | 0.01% | 1115 |
|
|
2019
Q3 | $9.55M | Buy |
404,416
+25,364
| +7% | +$671K | 0.01% | 1070 |
|
|
2019
Q2 | $11.1M | Sell |
379,052
-78,722
| -17% | -$2.12M | 0.01% | 1009 |
|
|
2019
Q1 | $11M | Buy |
457,774
+33,917
| +8% | +$834K | 0.01% | 1019 |
|
|
2018
Q4 | $10.8M | Buy |
423,857
+40,231
| +10% | +$1.07M | 0.01% | 961 |
|
|
2018
Q3 | $9.88M | Sell |
383,626
-124
| -0% | -$3.15K | 0.01% | 982 |
|
|
2018
Q2 | $8.74M | Sell |
383,750
-9,530
| -2% | -$253K | 0.01% | 1019 |
|
|
2018
Q1 | $9.99M | Buy |
393,280
+4,389
| +1% | +$115K | 0.01% | 939 |
|
|
2017
Q4 | $10.2M | Sell |
388,891
-2,924
| -0.7% | -$75.9K | 0.01% | 943 |
|
|
2017
Q3 | $10.4M | Sell |
391,815
-31,872
| -8% | -$926K | 0.01% | 940 |
|
|
2017
Q2 | $13.1M | Buy |
423,687
+10,636
| +3% | +$279K | 0.01% | 864 |
|
|
2017
Q1 | $9.6M | Buy |
413,051
+43,158
| +12% | +$965K | 0.01% | 940 |
|
|
2016
Q4 | $8.5M | Sell |
369,893
-17,050
| -4% | -$390K | 0.01% | 966 |
|
|
2016
Q3 | $8.96M | Sell |
386,943
-41,362
| -10% | -$968K | 0.01% | 912 |
|
|
2016
Q2 | $9.85M | Sell |
428,305
-19,199
| -4% | -$427K | 0.01% | 881 |
|
|
2016
Q1 | $11.8M | Sell |
447,504
-24,898
| -5% | -$782K | 0.01% | 824 |
|
|
2015
Q4 | $15.7M | Sell |
472,402
-56,360
| -11% | -$2M | 0.01% | 776 |
|
|
2015
Q3 | $19.1M | Sell |
528,762
-25,114
| -5% | -$850K | 0.02% | 718 |
|
|
2015
Q2 | $16.4M | Sell |
553,876
-771,495
| -58% | -$24.2M | 0.01% | 786 |
|
|
2015
Q1 | $42.5M | Buy |
1,325,371
+819,843
| +162% | +$27.5M | 0.03% | 521 |
|
|
2014
Q4 | $17M | Sell |
505,528
-30,325
| -6% | -$971K | 0.01% | 749 |
|
|
2014
Q3 | $16.6M | Buy |
535,853
+4,525
| +0.9% | +$148K | 0.01% | 736 |
|
|
2014
Q2 | $17.8M | Sell |
531,328
-9,859
| -2% | -$294K | 0.02% | 724 |
|
|
2014
Q1 | $16.3M | Sell |
541,187
-21,290
| -4% | -$639K | 0.01% | 716 |
|
|
2013
Q4 | $16.3M | Buy |
562,477
+4,352
| +0.8% | +$124K | 0.01% | 720 |
|
|
2013
Q3 | $14.9M | Sell |
558,125
-7,531
| -1% | -$219K | 0.01% | 722 |
|
|
2013
Q2 | $15.7M | Buy |
+565,656
| New | +$16.1M | 0.02% | 702 |
|
Other funds holding HRB
VPM
VCM
