Ameriprise’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 | $11M | Buy |
345,460
+195,314
| +130% | +$6.81M | ﹤0.01% | 1863 |
|
|
2025
Q4 | $6.55M | Sell |
150,146
-74,338
| -33% | -$3.48M | ﹤0.01% | 2240 |
|
|
2025
Q3 | $11.4M | Buy |
224,484
+28,956
| +15% | +$1.53M | ﹤0.01% | 1826 |
|
|
2025
Q2 | $10.7M | Sell |
195,528
-132,796
| -40% | -$7.67M | ﹤0.01% | 1764 |
|
|
2025
Q1 | $18M | Sell |
328,324
-3,178
| -1% | -$170K | ﹤0.01% | 1375 |
|
|
2024
Q4 | $17.5M | Buy |
331,502
+106,685
| +47% | +$6.27M | ﹤0.01% | 1420 |
|
|
2024
Q3 | $14.3M | Sell |
224,817
-6,738
| -3% | -$402K | ﹤0.01% | 1522 |
|
|
2024
Q2 | $12.6M | Buy |
231,555
+46,492
| +25% | +$2.31M | ﹤0.01% | 1565 |
|
|
2024
Q1 | $9.1M | Sell |
185,063
-10,455
| -5% | -$497K | ﹤0.01% | 1872 |
|
|
2023
Q4 | $9.47M | Sell |
195,518
-46,212
| -19% | -$2.06M | ﹤0.01% | 1826 |
|
|
2023
Q3 | $10.4M | Sell |
241,730
-18,607
| -7% | -$687K | ﹤0.01% | 1674 |
|
|
2023
Q2 | $8.3M | Sell |
260,337
-527,798
| -67% | -$17M | ﹤0.01% | 1932 |
|
|
2023
Q1 | $27.8M | Buy |
788,135
+96,284
| +14% | +$3.56M | 0.01% | 1053 |
|
|
2022
Q4 | $25.3M | Buy |
691,851
+321,938
| +87% | +$13.1M | 0.01% | 1080 |
|
|
2022
Q3 | $15.7M | Sell |
369,913
-35,467
| -9% | -$1.5M | 0.01% | 1334 |
|
|
2022
Q2 | $14.3M | Sell |
405,380
-40,177
| -9% | -$1.24M | 0.01% | 1459 |
|
|
2022
Q1 | $11.6M | Sell |
445,557
-48,802
| -10% | -$1.18M | ﹤0.01% | 1796 |
|
|
2021
Q4 | $11.7M | Buy |
494,359
+135,471
| +38% | +$3.29M | ﹤0.01% | 1866 |
|
|
2021
Q3 | $8.98M | Sell |
358,888
-203,286
| -36% | -$5.06M | ﹤0.01% | 1941 |
|
|
2021
Q2 | $13.2M | Sell |
562,174
-213,062
| -27% | -$5.04M | ﹤0.01% | 1691 |
|
|
2021
Q1 | $16.9M | Buy |
775,236
+276,231
| +55% | +$5.22M | 0.01% | 1460 |
|
|
2020
Q4 | $7.91M | Sell |
499,005
-530,559
| -52% | -$9.16M | ﹤0.01% | 1937 |
|
|
2020
Q3 | $16.8M | Buy |
1,029,564
+729,303
| +243% | +$10.7M | 0.01% | 1183 |
|
|
2020
Q2 | $4.29M | Sell |
300,261
-43,459
| -13% | -$687K | ﹤0.01% | 2175 |
|
|
2020
Q1 | $4.84M | Sell |
343,720
-39,183
| -10% | -$821K | ﹤0.01% | 1930 |
|
|
2019
Q4 | $8.99M | Sell |
382,903
-152,942
| -29% | -$3.67M | ﹤0.01% | 1831 |
|
|
2019
Q3 | $12.7M | Sell |
535,845
-415,050
| -44% | -$11M | 0.01% | 1508 |
|
|
2019
Q2 | $27.9M | Sell |
950,895
-1,596,051
| -63% | -$42.9M | 0.01% | 951 |
|
|
2019
Q1 | $61M | Buy |
2,546,946
+1,877,996
| +281% | +$46.2M | 0.03% | 570 |
|
|
2018
Q4 | $17M | Buy |
668,950
+544,184
| +436% | +$14.5M | 0.01% | 1165 |
|
|
2018
Q3 | $3.22M | Sell |
124,766
-36,052
| -22% | -$915K | ﹤0.01% | 2611 |
|
|
2018
Q2 | $3.67M | Sell |
160,818
-413,422
| -72% | -$11M | ﹤0.01% | 2447 |
|
|
2018
Q1 | $14.6M | Sell |
574,240
-77,834
| -12% | -$2.05M | 0.01% | 1354 |
|
|
2017
Q4 | $17.1M | Buy |
652,074
+310,991
| +91% | +$8.07M | 0.01% | 1181 |
|
|
2017
Q3 | $9.04M | Sell |
341,083
-713,827
| -68% | -$20.7M | ﹤0.01% | 1658 |
|
|
2017
Q2 | $32.6M | Buy |
1,054,910
+77,188
| +8% | +$2.03M | 0.02% | 720 |
|
|
2017
Q1 | $22.7M | Buy |
977,722
+896,811
| +1,108% | +$20.1M | 0.01% | 922 |
|
|
2016
Q4 | $1.86M | Sell |
80,911
-6,624
| -8% | -$151K | ﹤0.01% | 2659 |
|
|
2016
Q3 | $2.03M | Sell |
87,535
-1,079
| -1% | -$25.2K | ﹤0.01% | 2566 |
|
|
2016
Q2 | $2.04M | Sell |
88,614
-536,329
| -86% | -$11.9M | ﹤0.01% | 2513 |
|
|
2016
Q1 | $16.5M | Buy |
624,943
+38,373
| +7% | +$1.21M | 0.01% | 1047 |
|
|
2015
Q4 | $19.5M | Sell |
586,570
-7,230
| -1% | -$257K | 0.01% | 930 |
|
|
2015
Q3 | $21.5M | Sell |
593,800
-205,110
| -26% | -$6.95M | 0.01% | 889 |
|
|
2015
Q2 | $23.7M | Sell |
798,910
-20,552
| -3% | -$645K | 0.01% | 896 |
|
|
2015
Q1 | $26.3M | Buy |
819,462
+180,372
| +28% | +$6.04M | 0.02% | 831 |
|
|
2014
Q4 | $21.5M | Buy |
639,090
+528,936
| +480% | +$16.9M | 0.01% | 916 |
|
|
2014
Q3 | $3.42M | Sell |
110,154
-1,930
| -2% | -$62.9K | ﹤0.01% | 2261 |
|
|
2014
Q2 | $3.76M | Sell |
112,084
-381
| -0.3% | -$11.3K | ﹤0.01% | 2246 |
|
|
2014
Q1 | $3.4M | Sell |
112,465
-792,945
| -88% | -$23.8M | ﹤0.01% | 2264 |
|
|
2013
Q4 | $26.3M | Sell |
905,410
-701,555
| -44% | -$19.9M | 0.02% | 844 |
|
|
2013
Q3 | $42.9M | Buy |
1,606,965
+1,489,648
| +1,270% | +$43.4M | 0.03% | 594 |
|
|
2013
Q2 | $3.26M | Buy |
+117,317
| New | +$3.35M | ﹤0.01% | 2120 |
|
Other funds holding HRB
VPM
VCM
