Boston Family Office’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,000
| Closed | -$211K | – | 285 |
|
|
2021
Q2 | $211K | Buy |
+9,000
| New | +$211K | 0.02% | 267 |
|
|
2020
Q1 | – | Sell |
-9,000
| Closed | -$211K | – | 242 |
|
|
2019
Q4 | $211K | Hold |
9,000
| – | – | 0.02% | 245 |
|
|
2019
Q3 | $213K | Hold |
9,000
| – | – | 0.02% | 243 |
|
|
2019
Q2 | $264K | Hold |
9,000
| – | – | 0.03% | 236 |
|
|
2019
Q1 | $215K | Hold |
9,000
| – | – | 0.02% | 239 |
|
|
2018
Q4 | $228K | Hold |
9,000
| – | – | 0.03% | 235 |
|
|
2018
Q3 | $232K | Hold |
9,000
| – | – | 0.02% | 246 |
|
|
2018
Q2 | $205K | Hold |
9,000
| – | – | 0.02% | 254 |
|
|
2018
Q1 | $229K | Hold |
9,000
| – | – | 0.03% | 245 |
|
|
2017
Q4 | $236K | Hold |
9,000
| – | – | 0.03% | 246 |
|
|
2017
Q3 | $238K | Hold |
9,000
| – | – | 0.03% | 242 |
|
|
2017
Q2 | $278K | Hold |
9,000
| – | – | 0.03% | 230 |
|
|
2017
Q1 | $209K | Hold |
9,000
| – | – | 0.03% | 235 |
|
|
2016
Q4 | $207K | Hold |
9,000
| – | – | 0.03% | 237 |
|
|
2016
Q3 | $208K | Hold |
9,000
| – | – | 0.03% | 236 |
|
|
2016
Q2 | $207K | Hold |
9,000
| – | – | 0.03% | 240 |
|
|
2016
Q1 | $238K | Hold |
9,000
| – | – | 0.03% | 227 |
|
|
2015
Q4 | $300K | Hold |
9,000
| – | – | 0.04% | 205 |
|
|
2015
Q3 | $326K | Hold |
9,000
| – | – | 0.05% | 204 |
|
|
2015
Q2 | $267K | Hold |
9,000
| – | – | 0.03% | 232 |
|
|
2015
Q1 | $289K | Hold |
9,000
| – | – | 0.04% | 229 |
|
|
2014
Q4 | $303K | Hold |
9,000
| – | – | 0.04% | 224 |
|
|
2014
Q3 | $279K | Hold |
9,000
| – | – | 0.04% | 232 |
|
|
2014
Q2 | $302K | Hold |
9,000
| – | – | 0.04% | 229 |
|
|
2014
Q1 | $272K | Hold |
9,000
| – | – | 0.04% | 233 |
|
|
2013
Q4 | $261K | Hold |
9,000
| – | – | 0.03% | 230 |
|
|
2013
Q3 | $240K | Hold |
9,000
| – | – | 0.03% | 238 |
|
|
2013
Q2 | $250K | Buy |
+9,000
| New | +$250K | 0.04% | 230 |
|