Bessemer Group’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 | $123K | Buy |
2,236
+8
| +0.4% | +$440 | ﹤0.01% | 1177 |
|
|
2025
Q1 | $122K | Sell |
2,228
-378
| -15% | -$20.7K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $138K | Buy |
2,606
+148
| +6% | +$7.84K | ﹤0.01% | 1144 |
|
|
2024
Q3 | $156K | Buy |
2,458
+218
| +10% | +$13.8K | ﹤0.01% | 1176 |
|
|
2024
Q2 | $122K | Hold |
2,240
| – | – | ﹤0.01% | 1126 |
|
|
2024
Q1 | $110K | Hold |
2,240
| – | – | ﹤0.01% | 1159 |
|
|
2023
Q4 | $108K | Hold |
2,240
| – | – | ﹤0.01% | 1196 |
|
|
2023
Q3 | $97K | Sell |
2,240
-130
| -5% | -$5.63K | ﹤0.01% | 1210 |
|
|
2023
Q2 | $75K | Buy |
2,370
+123
| +5% | +$3.89K | ﹤0.01% | 1294 |
|
|
2023
Q1 | $80K | Sell |
2,247
-511
| -19% | -$18.2K | ﹤0.01% | 1128 |
|
|
2022
Q4 | $102K | Sell |
2,758
-281
| -9% | -$10.4K | ﹤0.01% | 1034 |
|
|
2022
Q3 | $128K | Buy |
3,039
+636
| +26% | +$26.8K | ﹤0.01% | 977 |
|
|
2022
Q2 | $85K | Sell |
2,403
-6,591
| -73% | -$233K | ﹤0.01% | 1043 |
|
|
2022
Q1 | $234K | Sell |
8,994
-169
| -2% | -$4.4K | ﹤0.01% | 795 |
|
|
2021
Q4 | $216K | Buy |
9,163
+169
| +2% | +$3.98K | ﹤0.01% | 822 |
|
|
2021
Q3 | $225K | Buy |
8,994
+6,822
| +314% | +$171K | ﹤0.01% | 757 |
|
|
2021
Q2 | $51K | Sell |
2,172
-175
| -7% | -$4.11K | ﹤0.01% | 1062 |
|
|
2021
Q1 | $52K | Buy |
2,347
+609
| +35% | +$13.5K | ﹤0.01% | 1000 |
|
|
2020
Q4 | $28K | Sell |
1,738
-18,801
| -92% | -$303K | ﹤0.01% | 1114 |
|
|
2020
Q3 | $335K | Sell |
20,539
-2,412
| -11% | -$39.3K | ﹤0.01% | 600 |
|
|
2020
Q2 | $328K | Sell |
22,951
-116,972
| -84% | -$1.67M | ﹤0.01% | 1055 |
|
|
2020
Q1 | $1.97M | Sell |
139,923
-2,125,984
| -94% | -$29.9M | 0.01% | 440 |
|
|
2019
Q4 | $53.2M | Sell |
2,265,907
-3,425
| -0.2% | -$80.4K | 0.17% | 147 |
|
|
2019
Q3 | $53.6M | Buy |
2,269,332
+33,531
| +1% | +$792K | 0.19% | 139 |
|
|
2019
Q2 | $65.5M | Buy |
2,235,801
+1,506,977
| +207% | +$44.2M | 0.22% | 135 |
|
|
2019
Q1 | $17.4M | Buy |
728,824
+193,318
| +36% | +$4.63M | 0.07% | 181 |
|
|
2018
Q4 | $13.6M | Buy |
535,506
+433,210
| +423% | +$11M | 0.06% | 176 |
|
|
2018
Q3 | $2.63M | Sell |
102,296
-11,415
| -10% | -$294K | 0.01% | 331 |
|
|
2018
Q2 | $2.59M | Buy |
113,711
+26,455
| +30% | +$603K | 0.01% | 344 |
|
|
2018
Q1 | $2.22M | Sell |
87,256
-5,664
| -6% | -$144K | 0.01% | 386 |
|
|
2017
Q4 | $2.44M | Buy |
92,920
+21,319
| +30% | +$559K | 0.01% | 360 |
|
|
2017
Q3 | $1.9M | Buy |
+71,601
| New | +$1.9M | 0.01% | 456 |
|
|
2017
Q2 | – | Sell |
-218
| Closed | -$5K | – | 1868 |
|
|
2017
Q1 | $5K | Buy |
+218
| New | +$5K | ﹤0.01% | 1608 |
|
|
2016
Q4 | – | Sell |
-414
| Closed | -$10K | – | 1994 |
|
|
2016
Q3 | $10K | Hold |
414
| – | – | ﹤0.01% | 1522 |
|
|
2016
Q2 | $10K | Buy |
414
+293
| +242% | +$7.08K | ﹤0.01% | 1078 |
|
|
2016
Q1 | $3K | Buy |
+121
| New | +$3K | ﹤0.01% | 1333 |
|
|
2015
Q4 | – | Sell |
-36
| Closed | -$1K | – | 1643 |
|
|
2015
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1536 |
|
|
2015
Q2 | – | Sell |
-135
| Closed | -$4K | – | 1540 |
|
|
2015
Q1 | $4K | Buy |
+135
| New | +$4K | ﹤0.01% | 1372 |
|
|
2013
Q3 | – | Sell |
-800
| Closed | -$22K | – | 1294 |
|
|
2013
Q2 | $22K | Buy |
+800
| New | +$22K | ﹤0.01% | 900 |
|