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

Bartlett & Co’s Portfolio HRB Stock Details HRB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$493K	Hold
2023 Q3	$434K	Hold
2023 Q2	$322K	Hold
2023 Q1	$355K	Hold
2022 Q4	$368K	Sell
2022 Q3	$565K	Hold
2022 Q2	$470K	Hold
2022 Q1	$346K	Hold
2021 Q4	$314K	Hold
2021 Q3	$330K	Hold
2021 Q2	$310K	Hold
2021 Q1	$288K	Hold
2020 Q4	$209K	Hold
2020 Q3	$215K	Hold
2020 Q2	$188K	Hold
2020 Q1	$186K	Buy
2019 Q3	$312K	Buy
2018 Q1	–	Sell
2017 Q4	$51K	Hold
2017 Q3	$52K	Hold
2017 Q2	$61K	Hold
2017 Q1	$46K	Hold
2016 Q4	$45K	Hold
2016 Q3	$45K	Hold
2016 Q2	$45K	Hold
2016 Q1	$52K	Hold
2015 Q4	$65K	Hold
2015 Q3	$71K	Hold
2015 Q2	$58K	Hold
2015 Q1	$63K	Hold
2014 Q4	$66K	Hold
2014 Q3	$61K	Hold
2014 Q2	$66K	Hold
2014 Q1	$59K	Hold
2013 Q4	$57K	Hold
2013 Q3	$52K	Hold
2013 Q2	$54K	Buy