Blue Whale Capital’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 | $4.77M | Sell |
86,990
-473,917
| -84% | -$26M | 0.31% | 20 |
|
|
2025
Q1 | $30.8M | Buy |
560,907
+71,217
| +15% | +$3.91M | 2.49% | 17 |
|
|
2024
Q4 | $25.9M | Sell |
489,690
-21,792
| -4% | -$1.15M | 1.92% | 18 |
|
|
2024
Q3 | $32.5M | Sell |
511,482
-231,018
| -31% | -$14.7M | 2.53% | 15 |
|
|
2024
Q2 | $40.3M | Buy |
742,500
+92,500
| +14% | +$5.02M | 3.84% | 12 |
|
|
2024
Q1 | $31.9M | Buy |
650,000
+245,000
| +60% | +$12M | 3.37% | 12 |
|
|
2023
Q4 | $19.6M | Buy |
405,000
+350,000
| +636% | +$16.9M | 2.51% | 14 |
|
|
2023
Q3 | $2.37M | Buy |
+55,000
| New | +$2.37M | 0.38% | 16 |
|