Burnham Asset Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
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|
2016
Q1 | $223K | Sell |
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|
2015
Q4 | $348K | Sell |
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|
2015
Q3 | $400K | Hold |
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|
2015
Q2 | $328K | Sell |
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|
2015
Q1 | $374K | Hold |
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|
2014
Q4 | $392K | Hold |
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|
2014
Q3 | $361K | Buy |
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|
2014
Q2 | $350K | Hold |
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|
2014
Q1 | $315K | Hold |
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|
2013
Q4 | $303K | Hold |
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|
2013
Q3 | $279K | Hold |
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|
2013
Q2 | $290K | Buy |
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