Ameritas Investment Partners’s H&R Block HRB Stock Holding History

Ameritas Investment Partners’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.27M	Sell
2025 Q2	$1.43M	Sell
2025 Q1	$1.45M	Sell
2024 Q4	$1.45M	Sell
2024 Q3	$1.82M	Sell
2024 Q2	$1.61M	Sell
2024 Q1	$1.51M	Sell
2023 Q4	$1.54M	Sell
2023 Q3	$1.47M	Sell
2023 Q2	$1.21M	Sell
2023 Q1	$1.37M	Sell
2022 Q4	$1.55M	Sell
2022 Q3	$1.75M	Sell
2022 Q2	$1.5M	Sell
2022 Q1	$1.15M	Sell
2021 Q4	$1.11M	Hold
2021 Q3	$1.18M	Sell
2021 Q2	$1.15M	Sell
2021 Q1	$1.1M	Hold
2020 Q4	$804K	Sell
2020 Q3	$890K	Buy
2020 Q2	$49K	Hold
2020 Q1	$49K	Hold
2019 Q4	$81K	Hold
2019 Q3	$82K	Sell
2019 Q2	$117K	Hold
2019 Q1	$95K	Hold
2018 Q4	$101K	Hold
2018 Q3	$102K	Hold
2018 Q2	$91K	Sell
2018 Q1	$119K	Hold
2017 Q4	$123K	Hold
2017 Q3	$124K	Hold
2017 Q2	$144K	Sell
2017 Q1	$122K	Buy