Bartlett & Co’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$493K	Hold	10,000	–	–	0.01%	353
2023 Q3	$434K	Hold	10,000	–	–	0.01%	353
2023 Q2	$322K	Hold	10,000	–	–	0.01%	395
2023 Q1	$355K	Hold	10,000	–	–	0.01%	320
2022 Q4	$368K	Sell	10,000 -3,200	-24%	-$118K	0.01%	316
2022 Q3	$565K	Hold	13,200	–	–	0.01%	265
2022 Q2	$470K	Hold	13,200	–	–	0.01%	288
2022 Q1	$346K	Hold	13,200	–	–	0.01%	332
2021 Q4	$314K	Hold	13,200	–	–	0.01%	346
2021 Q3	$330K	Hold	13,200	–	–	0.01%	298
2021 Q2	$310K	Hold	13,200	–	–	0.01%	300
2021 Q1	$288K	Hold	13,200	–	–	0.01%	305
2020 Q4	$209K	Hold	13,200	–	–	﹤0.01%	324
2020 Q3	$215K	Hold	13,200	–	–	0.01%	304
2020 Q2	$188K	Hold	13,200	–	–	﹤0.01%	317
2020 Q1	$186K	Buy	+13,200	New	+$186K	0.01%	301
2019 Q3	$312K	Buy	+13,200	New	+$312K	0.01%	289
2018 Q1	–	Sell	-1,963	Closed	-$51K	–	743
2017 Q4	$51K	Hold	1,963	–	–	﹤0.01%	430
2017 Q3	$52K	Hold	1,963	–	–	﹤0.01%	430
2017 Q2	$61K	Hold	1,963	–	–	﹤0.01%	409
2017 Q1	$46K	Hold	1,963	–	–	﹤0.01%	438
2016 Q4	$45K	Hold	1,963	–	–	﹤0.01%	445
2016 Q3	$45K	Hold	1,963	–	–	﹤0.01%	439
2016 Q2	$45K	Hold	1,963	–	–	﹤0.01%	441
2016 Q1	$52K	Hold	1,963	–	–	﹤0.01%	415
2015 Q4	$65K	Hold	1,963	–	–	﹤0.01%	385
2015 Q3	$71K	Hold	1,963	–	–	﹤0.01%	350
2015 Q2	$58K	Hold	1,963	–	–	﹤0.01%	411
2015 Q1	$63K	Hold	1,963	–	–	﹤0.01%	397
2014 Q4	$66K	Hold	1,963	–	–	﹤0.01%	385
2014 Q3	$61K	Hold	1,963	–	–	﹤0.01%	398
2014 Q2	$66K	Hold	1,963	–	–	﹤0.01%	396
2014 Q1	$59K	Hold	1,963	–	–	﹤0.01%	408
2013 Q4	$57K	Hold	1,963	–	–	﹤0.01%	384
2013 Q3	$52K	Hold	1,963	–	–	﹤0.01%	399
2013 Q2	$54K	Buy	+1,963	New	+$54K	﹤0.01%	380