Brandywine Global Investment Management’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 | $4.48M | Sell |
81,599
-625
| -0.8% | -$34.3K | 0.03% | 389 |
|
|
2025
Q1 | $4.51M | Sell |
82,224
-3,592
| -4% | -$197K | 0.03% | 379 |
|
|
2024
Q4 | $4.53M | Sell |
85,816
-5,833
| -6% | -$308K | 0.03% | 377 |
|
|
2024
Q3 | $5.56M | Buy |
91,649
+9,280
| +11% | +$563K | 0.04% | 386 |
|
|
2024
Q2 | $4.47M | Buy |
82,369
+41,443
| +101% | +$2.25M | 0.03% | 425 |
|
|
2024
Q1 | $2.01M | Buy |
40,926
+915
| +2% | +$44.9K | 0.01% | 564 |
|
|
2023
Q4 | $1.94M | Buy |
40,011
+20,123
| +101% | +$973K | 0.02% | 571 |
|
|
2023
Q3 | $856K | Buy |
+19,888
| New | +$856K | 0.01% | 637 |
|
|
2022
Q2 | – | Sell |
-385,191
| Closed | -$10M | – | 746 |
|
|
2022
Q1 | $10M | Buy |
385,191
+16,466
| +4% | +$429K | 0.07% | 255 |
|
|
2021
Q4 | $8.69M | Hold |
368,725
| – | – | 0.06% | 290 |
|
|
2021
Q3 | $9.22M | Buy |
368,725
+117,819
| +47% | +$2.95M | 0.07% | 270 |
|
|
2021
Q2 | $5.89M | Buy |
+250,906
| New | +$5.89M | 0.04% | 389 |
|
|
2020
Q3 | – | Sell |
-583,991
| Closed | -$8.34M | – | 666 |
|
|
2020
Q2 | $8.34M | Sell |
583,991
-23,921
| -4% | -$342K | 0.09% | 211 |
|
|
2020
Q1 | $8.56M | Sell |
607,912
-204,267
| -25% | -$2.88M | 0.1% | 175 |
|
|
2019
Q4 | $19.1M | Buy |
812,179
+121,453
| +18% | +$2.85M | 0.13% | 147 |
|
|
2019
Q3 | $16.3M | Sell |
690,726
-22,098
| -3% | -$522K | 0.12% | 158 |
|
|
2019
Q2 | $20.9M | Buy |
712,824
+24,691
| +4% | +$723K | 0.14% | 136 |
|
|
2019
Q1 | $16.5M | Buy |
688,133
+20,063
| +3% | +$480K | 0.11% | 154 |
|
|
2018
Q4 | $16.9M | Buy |
668,070
+130,830
| +24% | +$3.32M | 0.13% | 153 |
|
|
2018
Q3 | $13.8M | Buy |
537,240
+1,157
| +0.2% | +$29.8K | 0.09% | 187 |
|
|
2018
Q2 | $12.2M | Sell |
536,083
-50,802
| -9% | -$1.16M | 0.08% | 201 |
|
|
2018
Q1 | $14.9M | Sell |
586,885
-200,327
| -25% | -$5.09M | 0.09% | 181 |
|
|
2017
Q4 | $20.6M | Buy |
787,212
+139,498
| +22% | +$3.66M | 0.12% | 137 |
|
|
2017
Q3 | $17.2M | Buy |
647,714
+459,817
| +245% | +$12.2M | 0.11% | 166 |
|
|
2017
Q2 | $5.81M | Buy |
+187,897
| New | +$5.81M | 0.04% | 403 |
|
|
2016
Q1 | – | Sell |
-77
| Closed | -$3K | – | 990 |
|
|
2015
Q4 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 924 |
|
|
2015
Q3 | – | Sell |
-171,788
| Closed | -$5.09M | – | 1009 |
|
|
2015
Q2 | $5.09M | Buy |
+171,788
| New | +$5.09M | 0.03% | 446 |
|
|
2014
Q1 | – | Sell |
-140
| Closed | -$5K | – | 965 |
|
|
2013
Q4 | $5K | Sell |
140
-517
| -79% | -$18.5K | ﹤0.01% | 940 |
|
|
2013
Q3 | $18K | Buy |
657
+547
| +497% | +$15K | ﹤0.01% | 883 |
|
|
2013
Q2 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 963 |
|