Bayesian Capital Management’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 | – | Sell |
-8,321
| Closed | -$457K | – | 650 |
|
|
2025
Q2 | $457K | Sell |
8,321
-16,100
| -66% | -$930K | 0.07% | 302 |
|
|
2025
Q1 | $1.34M | Buy |
24,421
+9,994
| +69% | +$534K | 0.22% | 128 |
|
|
2024
Q4 | $762K | Sell |
14,427
-6,900
| -32% | -$405K | 0.09% | 290 |
|
|
2024
Q3 | $1.36M | Buy |
21,327
+16,200
| +316% | +$966K | 0.16% | 190 |
|
|
2024
Q2 | $278K | Buy |
+5,127
| New | +$255K | 0.03% | 526 |
|
|
2023
Q4 | – | Sell |
-23,372
| Closed | -$1.01M | – | 875 |
|
|
2023
Q3 | $1.01M | Buy |
+23,372
| New | +$863K | 0.11% | 221 |
|
|
2023
Q1 | – | Sell |
-15,900
| Closed | -$581K | – | 927 |
|
|
2022
Q4 | $581K | Buy |
15,900
+7,800
| +96% | +$317K | 0.08% | 309 |
|
|
2022
Q3 | $345K | Sell |
8,100
-15,000
| -65% | -$635K | 0.07% | 372 |
|
|
2022
Q2 | $816K | Buy |
+23,100
| New | +$713K | 0.15% | 203 |
|
|
2022
Q1 | – | Sell |
-11,988
| Closed | -$282K | – | 836 |
|
|
2021
Q4 | $282K | Buy |
+11,988
| New | +$291K | 0.09% | 262 |
|
|
2020
Q1 | – | Sell |
-26,200
| Closed | -$615K | – | 855 |
|
|
2019
Q4 | $615K | Buy |
+26,200
| New | +$629K | 0.11% | 262 |
|
|
2018
Q2 | – | Sell |
-58,200
| Closed | -$1.48M | – | 650 |
|
|
2018
Q1 | $1.48M | Sell |
58,200
-7,100
| -11% | -$187K | 0.38% | 59 |
|
|
2017
Q4 | $1.71M | Buy |
+65,300
| New | +$1.69M | 0.35% | 66 |
|
|
2017
Q2 | – | Sell |
-66,000
| Closed | -$1.53M | – | 509 |
|
|
2017
Q1 | $1.53M | Buy |
+66,000
| New | +$1.48M | 0.73% | 12 |
|
|
2016
Q3 | – | Sell |
-12,542
| Closed | -$288K | – | 421 |
|
|
2016
Q2 | $288K | Buy |
+12,542
| New | +$279K | 0.17% | 243 |
|
Other funds holding HRB
