Aquatic Capital Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33,403
| Closed | -$1.83M | – | 1370 |
|
|
2025
Q1 | $1.83M | Buy |
+33,403
| New | +$1.83M | 0.05% | 434 |
|
|
2023
Q3 | – | Sell |
-11,600
| Closed | -$370K | – | 1419 |
|
|
2023
Q2 | $370K | Buy |
11,600
+4,600
| +66% | +$147K | 0.02% | 510 |
|
|
2023
Q1 | $247K | Sell |
7,000
-4,500
| -39% | -$159K | 0.02% | 541 |
|
|
2022
Q4 | $420K | Buy |
+11,500
| New | +$420K | 0.03% | 549 |
|
|
2022
Q2 | – | Sell |
-1,400
| Closed | -$36K | – | 1363 |
|
|
2022
Q1 | $36K | Sell |
1,400
-3,000
| -68% | -$77.1K | 0.05% | 349 |
|
|
2021
Q4 | $104K | Buy |
+4,400
| New | +$104K | 0.2% | 124 |
|