Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.79M | Sell |
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|
2025
Q2 | $8.12M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $8.05M | Buy |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.28K | Sell |
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|
2022
Q2 | $1.44K | Buy |
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|
2022
Q1 | $653K | Buy |
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|
2021
Q4 | $585K | Sell |
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|
2021
Q3 | $682K | Buy |
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|
2021
Q2 | $595K | Sell |
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|
2021
Q1 | $912K | Buy |
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|
2020
Q4 | $358K | Sell |
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|
2020
Q3 | $3.38M | Sell |
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|
2020
Q2 | $3.02M | Sell |
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|
2020
Q1 | $5.07M | Sell |
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|
2019
Q4 | $10.7M | Buy |
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|
2019
Q3 | $8.87M | Sell |
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|
2019
Q2 | $12M | Buy |
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|
2019
Q1 | $9.38M | Sell |
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|
2018
Q4 | $13.2M | Sell |
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|
2018
Q3 | $16.8M | Buy |
|
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|
2018
Q2 | $14.2M | Sell |
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|
2018
Q1 | $17.7M | Buy |
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|
2017
Q4 | $17.1M | Sell |
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|
2017
Q3 | $17.4M | Buy |
|
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|
2017
Q2 | $16.1M | Sell |
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|
2017
Q1 | $15.5M | Buy |
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|
2016
Q4 | $12.9M | Buy |
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|
2016
Q3 | $11.9M | Buy |
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|
2016
Q2 | $9.59M | Buy |
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|
2016
Q1 | $2.94M | Buy |
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|
2015
Q4 | $3.27M | Sell |
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|
2015
Q3 | $4.06M | Sell |
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|
2015
Q2 | $18.1M | Buy |
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|
2015
Q1 | $3.25M | Sell |
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|
2014
Q4 | $9.73M | Buy |
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|
2014
Q3 | $7.46M | Buy |
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|
2014
Q2 | $2.94M | Buy |
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|
2014
Q1 | $2.01M | Buy |
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|
2013
Q4 | $1.45M | Sell |
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|
2013
Q3 | $1.5M | Sell |
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|
2013
Q2 | $2.81M | Buy |
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