Beacon Trust’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
2017
Q1
$233K Sell
2016
Q4
$288K Sell
2016
Q3
$1.77M Buy
2016
Q2
$1.73M Sell
2016
Q1
$2.32M Buy
2015
Q4
$2.77M Buy
2015
Q3
$2.83M Sell
2015
Q2
$2.32M Buy
2015
Q1
$2.47M Buy
2014
Q4
$2.46M Buy
2014
Q3
$2.15M Buy
2014
Q2
$1.73M Buy
2014
Q1
$1.54M Buy