Burney Company’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 | $2.52M | Buy |
45,842
+1,112
| +2% | +$61K | 0.09% | 198 |
|
|
2025
Q1 | $2.46M | Sell |
44,730
-1,856
| -4% | -$102K | 0.09% | 185 |
|
|
2024
Q4 | $2.46M | Buy |
46,586
+869
| +2% | +$45.9K | 0.09% | 192 |
|
|
2024
Q3 | $2.91M | Sell |
45,717
-11,610
| -20% | -$738K | 0.1% | 176 |
|
|
2024
Q2 | $3.11M | Buy |
57,327
+349
| +0.6% | +$18.9K | 0.12% | 178 |
|
|
2024
Q1 | $2.8M | Sell |
56,978
-128
| -0.2% | -$6.29K | 0.11% | 190 |
|
|
2023
Q4 | $2.76M | Buy |
57,106
+24,628
| +76% | +$1.19M | 0.12% | 190 |
|
|
2023
Q3 | $1.4M | Buy |
+32,478
| New | +$1.4M | 0.07% | 267 |
|
|
2022
Q1 | – | Sell |
-97,368
| Closed | -$2.29M | – | 583 |
|
|
2021
Q4 | $2.29M | Sell |
97,368
-2,619
| -3% | -$61.7K | 0.1% | 216 |
|
|
2021
Q3 | $2.5M | Sell |
99,987
-4,444
| -4% | -$111K | 0.12% | 201 |
|
|
2021
Q2 | $2.45M | Buy |
104,431
+244
| +0.2% | +$5.73K | 0.11% | 209 |
|
|
2021
Q1 | $2.27M | Buy |
+104,187
| New | +$2.27M | 0.11% | 206 |
|