Bank of Montreal’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 | $8.12M | Buy |
147,921
+119,902
| +428% | +$6.58M | ﹤0.01% | 939 |
|
|
2025
Q1 | $1.54M | Sell |
28,019
-228
| -0.8% | -$12.5K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $1.49M | Buy |
28,247
+3,313
| +13% | +$175K | ﹤0.01% | 1466 |
|
|
2024
Q3 | $1.59M | Buy |
24,934
+467
| +2% | +$29.7K | ﹤0.01% | 1592 |
|
|
2024
Q2 | $1.33M | Buy |
24,467
+251
| +1% | +$13.6K | ﹤0.01% | 1664 |
|
|
2024
Q1 | $1.19M | Sell |
24,216
-458
| -2% | -$22.5K | ﹤0.01% | 1679 |
|
|
2023
Q4 | $1.21M | Sell |
24,674
-178,106
| -88% | -$8.72M | ﹤0.01% | 1631 |
|
|
2023
Q3 | $8.05M | Buy |
202,780
+164,981
| +436% | +$6.55M | ﹤0.01% | 946 |
|
|
2023
Q2 | $1.25M | Sell |
37,799
-6,541
| -15% | -$216K | ﹤0.01% | 1761 |
|
|
2023
Q1 | $1.56M | Buy |
44,340
+11,409
| +35% | +$402K | ﹤0.01% | 1604 |
|
|
2022
Q4 | $1.37M | Buy |
32,931
+6,284
| +24% | +$261K | ﹤0.01% | 1693 |
|
|
2022
Q3 | $1.28K | Sell |
26,647
-14,513
| -35% | -$699 | ﹤0.01% | 1721 |
|
|
2022
Q2 | $1.44K | Buy |
41,160
+16,219
| +65% | +$566 | ﹤0.01% | 1761 |
|
|
2022
Q1 | $653K | Buy |
24,941
+253
| +1% | +$6.62K | ﹤0.01% | 2220 |
|
|
2021
Q4 | $585K | Sell |
24,688
-2,026
| -8% | -$48K | ﹤0.01% | 2227 |
|
|
2021
Q3 | $682K | Buy |
26,714
+1,258
| +5% | +$32.1K | ﹤0.01% | 2519 |
|
|
2021
Q2 | $595K | Sell |
25,456
-15,003
| -37% | -$351K | ﹤0.01% | 2618 |
|
|
2021
Q1 | $912K | Buy |
40,459
+18,223
| +82% | +$411K | ﹤0.01% | 1970 |
|
|
2020
Q4 | $358K | Sell |
22,236
-179,012
| -89% | -$2.88M | ﹤0.01% | 2463 |
|
|
2020
Q3 | $3.38M | Sell |
201,248
-28,480
| -12% | -$479K | ﹤0.01% | 1240 |
|
|
2020
Q2 | $3.02M | Sell |
229,728
-173,787
| -43% | -$2.28M | ﹤0.01% | 1255 |
|
|
2020
Q1 | $5.07M | Sell |
403,515
-53,315
| -12% | -$670K | 0.01% | 898 |
|
|
2019
Q4 | $10.7M | Buy |
456,830
+81,070
| +22% | +$1.9M | 0.01% | 824 |
|
|
2019
Q3 | $8.87M | Sell |
375,760
-33,763
| -8% | -$797K | 0.01% | 826 |
|
|
2019
Q2 | $12M | Buy |
409,523
+17,457
| +4% | +$512K | 0.01% | 740 |
|
|
2019
Q1 | $9.39M | Sell |
392,066
-129,197
| -25% | -$3.09M | 0.01% | 801 |
|
|
2018
Q4 | $13.2M | Sell |
521,263
-130,468
| -20% | -$3.31M | 0.01% | 649 |
|
|
2018
Q3 | $16.8M | Buy |
651,731
+28,577
| +5% | +$736K | 0.01% | 667 |
|
|
2018
Q2 | $14.2M | Sell |
623,154
-74,621
| -11% | -$1.7M | 0.01% | 693 |
|
|
2018
Q1 | $17.7M | Buy |
697,775
+44,976
| +7% | +$1.14M | 0.02% | 617 |
|
|
2017
Q4 | $17.1M | Sell |
652,799
-3,890
| -0.6% | -$102K | 0.01% | 640 |
|
|
2017
Q3 | $17.4M | Buy |
656,689
+135,620
| +26% | +$3.59M | 0.02% | 623 |
|
|
2017
Q2 | $16.1M | Sell |
521,069
-146,323
| -22% | -$4.52M | 0.02% | 632 |
|
|
2017
Q1 | $15.5M | Buy |
667,392
+85,188
| +15% | +$1.98M | 0.01% | 629 |
|
|
2016
Q4 | $12.9M | Buy |
582,204
+67,722
| +13% | +$1.5M | 0.01% | 669 |
|
|
2016
Q3 | $11.9M | Buy |
514,482
+97,758
| +23% | +$2.26M | 0.01% | 704 |
|
|
2016
Q2 | $9.59M | Buy |
416,724
+305,549
| +275% | +$7.03M | 0.01% | 774 |
|
|
2016
Q1 | $2.94M | Buy |
111,175
+12,835
| +13% | +$339K | ﹤0.01% | 1175 |
|
|
2015
Q4 | $3.28M | Sell |
98,340
-13,755
| -12% | -$458K | ﹤0.01% | 1116 |
|
|
2015
Q3 | $4.06M | Sell |
112,095
-499,728
| -82% | -$18.1M | 0.01% | 964 |
|
|
2015
Q2 | $18.1M | Buy |
611,823
+510,425
| +503% | +$15.1M | 0.02% | 532 |
|
|
2015
Q1 | $3.25M | Sell |
101,398
-187,577
| -65% | -$6.02M | ﹤0.01% | 1099 |
|
|
2014
Q4 | $9.73M | Buy |
288,975
+48,532
| +20% | +$1.63M | 0.01% | 730 |
|
|
2014
Q3 | $7.46M | Buy |
240,443
+152,562
| +174% | +$4.73M | 0.01% | 805 |
|
|
2014
Q2 | $2.95M | Buy |
87,881
+21,382
| +32% | +$717K | ﹤0.01% | 1073 |
|
|
2014
Q1 | $2.01M | Buy |
66,499
+16,461
| +33% | +$497K | ﹤0.01% | 1066 |
|
|
2013
Q4 | $1.45M | Sell |
50,038
-6,242
| -11% | -$181K | ﹤0.01% | 1133 |
|
|
2013
Q3 | $1.5M | Sell |
56,280
-45,132
| -45% | -$1.2M | ﹤0.01% | 1078 |
|
|
2013
Q2 | $2.81M | Buy |
+101,412
| New | +$2.81M | 0.01% | 844 |
|