Auxier Asset 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 | $2.54M | Sell |
46,259
-178
| -0.4% | -$9.77K | 0.37% | 67 |
|
|
2025
Q1 | $2.55M | Sell |
46,437
-260
| -0.6% | -$14.3K | 0.38% | 62 |
|
|
2024
Q4 | $2.47M | Sell |
46,697
-2,823
| -6% | -$149K | 0.38% | 62 |
|
|
2024
Q3 | $3.15M | Sell |
49,520
-10
| -0% | -$636 | 0.47% | 56 |
|
|
2024
Q2 | $2.69M | Sell |
49,530
-25
| -0.1% | -$1.36K | 0.43% | 63 |
|
|
2024
Q1 | $2.43M | Sell |
49,555
-320
| -0.6% | -$15.7K | 0.37% | 67 |
|
|
2023
Q4 | $2.41M | Sell |
49,875
-3,702
| -7% | -$179K | 0.39% | 67 |
|
|
2023
Q3 | $2.31M | Sell |
53,577
-170
| -0.3% | -$7.32K | 0.39% | 69 |
|
|
2023
Q2 | $1.71M | Hold |
53,747
| – | – | 0.28% | 77 |
|
|
2023
Q1 | $1.89M | Sell |
53,747
-335
| -0.6% | -$11.8K | 0.33% | 76 |
|
|
2022
Q4 | $1.97M | Sell |
54,082
-100
| -0.2% | -$3.65K | 0.34% | 73 |
|
|
2022
Q3 | $2.31M | Sell |
54,182
-6,070
| -10% | -$258K | 0.44% | 63 |
|
|
2022
Q2 | $2.13M | Sell |
60,252
-1,050
| -2% | -$37.1K | 0.38% | 72 |
|
|
2022
Q1 | $1.6M | Hold |
61,302
| – | – | 0.25% | 85 |
|
|
2021
Q4 | $1.44M | Sell |
61,302
-300
| -0.5% | -$7.07K | 0.22% | 94 |
|
|
2021
Q3 | $1.54M | Sell |
61,602
-150
| -0.2% | -$3.75K | 0.26% | 87 |
|
|
2021
Q2 | $1.45M | Sell |
61,752
-950
| -2% | -$22.3K | 0.24% | 91 |
|
|
2021
Q1 | $1.37M | Sell |
62,702
-215
| -0.3% | -$4.69K | 0.24% | 94 |
|
|
2020
Q4 | $998K | Sell |
62,917
-750
| -1% | -$11.9K | 0.19% | 98 |
|
|
2020
Q3 | $1.04M | Sell |
63,667
-1,350
| -2% | -$22K | 0.22% | 90 |
|
|
2020
Q2 | $928K | Hold |
65,017
| – | – | 0.2% | 93 |
|
|
2020
Q1 | $915K | Sell |
65,017
-550
| -0.8% | -$7.74K | 0.23% | 86 |
|
|
2019
Q4 | $1.54M | Sell |
65,567
-25
| -0% | -$587 | 0.29% | 87 |
|
|
2019
Q3 | $1.55M | Sell |
65,592
-1,410
| -2% | -$33.3K | 0.31% | 81 |
|
|
2019
Q2 | $1.96M | Sell |
67,002
-100
| -0.1% | -$2.93K | 0.39% | 74 |
|
|
2019
Q1 | $1.61M | Sell |
67,102
-25
| -0% | -$598 | 0.33% | 77 |
|
|
2018
Q4 | $1.7M | Sell |
67,127
-56,650
| -46% | -$1.44M | 0.38% | 71 |
|
|
2018
Q3 | $3.19M | Sell |
123,777
-1,025
| -0.8% | -$26.4K | 0.6% | 51 |
|
|
2018
Q2 | $2.84M | Sell |
124,802
-2,600
| -2% | -$59.2K | 0.57% | 56 |
|
|
2018
Q1 | $3.24M | Buy |
127,402
+4,750
| +4% | +$121K | 0.65% | 51 |
|
|
2017
Q4 | $3.22M | Sell |
122,652
-300
| -0.2% | -$7.87K | 0.62% | 53 |
|
|
2017
Q3 | $3.26M | Sell |
122,952
-1,300
| -1% | -$34.4K | 0.66% | 51 |
|
|
2017
Q2 | $3.84M | Sell |
124,252
-13,600
| -10% | -$420K | 0.78% | 46 |
|
|
2017
Q1 | $3.21M | Sell |
137,852
-15,350
| -10% | -$357K | 0.67% | 49 |
|
|
2016
Q4 | $3.52M | Sell |
153,202
-550
| -0.4% | -$12.6K | 0.77% | 46 |
|
|
2016
Q3 | $3.56M | Sell |
153,752
-750
| -0.5% | -$17.4K | 0.8% | 46 |
|
|
2016
Q2 | $3.55M | Sell |
154,502
-250
| -0.2% | -$5.75K | 0.81% | 44 |
|
|
2016
Q1 | $4.09M | Sell |
154,752
-11,385
| -7% | -$301K | 0.97% | 40 |
|
|
2015
Q4 | $5.53M | Sell |
166,137
-6,500
| -4% | -$217K | 1.25% | 27 |
|
|
2015
Q3 | $6.25M | Sell |
172,637
-100,588
| -37% | -$3.64M | 1.46% | 21 |
|
|
2015
Q2 | $8.1M | Sell |
273,225
-4,965
| -2% | -$147K | 1.69% | 20 |
|
|
2015
Q1 | $8.92M | Sell |
278,190
-13,550
| -5% | -$435K | 1.8% | 18 |
|
|
2014
Q4 | $9.83M | Sell |
291,740
-650
| -0.2% | -$21.9K | 1.96% | 12 |
|
|
2014
Q3 | $9.07M | Sell |
292,390
-2,850
| -1% | -$88.4K | 1.89% | 13 |
|
|
2014
Q2 | $9.9M | Sell |
295,240
-700
| -0.2% | -$23.5K | 2.02% | 11 |
|
|
2014
Q1 | $8.93M | Sell |
295,940
-15,400
| -5% | -$465K | 1.9% | 15 |
|
|
2013
Q4 | $9.04M | Sell |
311,340
-60
| -0% | -$1.74K | 1.9% | 13 |
|
|
2013
Q3 | $8.3M | Sell |
311,400
-1,100
| -0.4% | -$29.3K | 1.92% | 13 |
|
|
2013
Q2 | $8.67M | Buy |
+312,500
| New | +$8.67M | 2.1% | 9 |
|