Brinker 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.69M | Buy |
118,378
+29,607
| +33% | +$423K | 0.05% | 344 |
|
|
2020
Q1 | $1.25M | Buy |
88,771
+15,007
| +20% | +$212K | 0.05% | 353 |
|
|
2019
Q4 | $1.74M | Sell |
73,764
-1,772
| -2% | -$41.7K | 0.05% | 354 |
|
|
2019
Q3 | $1.79M | Buy |
75,536
+590
| +0.8% | +$14K | 0.06% | 331 |
|
|
2019
Q2 | $2.2M | Buy |
74,946
+354
| +0.5% | +$10.4K | 0.08% | 254 |
|
|
2019
Q1 | $1.79M | Buy |
74,592
+10,501
| +16% | +$252K | 0.07% | 307 |
|
|
2018
Q4 | $1.63M | Sell |
64,091
-1,667
| -3% | -$42.3K | 0.07% | 266 |
|
|
2018
Q3 | $1.7M | Buy |
65,758
+6,371
| +11% | +$164K | 0.06% | 344 |
|
|
2018
Q2 | $1.36M | Buy |
59,387
+7,222
| +14% | +$165K | 0.05% | 392 |
|
|
2018
Q1 | $1.33M | Buy |
52,165
+20,060
| +62% | +$511K | 0.05% | 387 |
|
|
2017
Q4 | $842K | Buy |
32,105
+5,100
| +19% | +$134K | 0.03% | 502 |
|
|
2017
Q3 | $716K | Sell |
27,005
-1,325
| -5% | -$35.1K | 0.03% | 535 |
|
|
2017
Q2 | $876K | Sell |
28,330
-6,290
| -18% | -$194K | 0.04% | 397 |
|
|
2017
Q1 | $805K | Sell |
34,620
-6,584
| -16% | -$153K | 0.04% | 436 |
|
|
2016
Q4 | $956K | Buy |
41,204
+16,019
| +64% | +$372K | 0.05% | 316 |
|
|
2016
Q3 | $589K | Sell |
25,185
-3,153
| -11% | -$73.7K | 0.06% | 166 |
|
|
2016
Q2 | $658K | Buy |
28,338
+13,402
| +90% | +$311K | 0.06% | 128 |
|
|
2016
Q1 | $397K | Buy |
14,936
+3,538
| +31% | +$94K | 0.03% | 213 |
|
|
2015
Q4 | $382K | Buy |
+11,398
| New | +$382K | 0.03% | 178 |
|