Campbell & Co Investment Adviser’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
$4.93M Buy
89,888
+66,975
+292% +$3.68M 0.31% 47
2025
Q1
$1.26M Sell
22,913
-23,625
-51% -$1.3M 0.1% 338
2024
Q4
$2.46M Buy
46,538
+8,696
+23% +$459K 0.19% 134
2024
Q3
$2.4M Sell
37,842
-9,097
-19% -$578K 0.18% 144
2024
Q2
$2.55M Buy
46,939
+28,349
+152% +$1.54M 0.22% 108
2024
Q1
$913K Buy
+18,590
New +$913K 0.08% 438
2023
Q3
Sell
-45,226
Closed -$1.44M 1058
2023
Q2
$1.44M Buy
45,226
+12,043
+36% +$384K 0.26% 68
2023
Q1
$1.17M Buy
33,183
+14,741
+80% +$520K 0.22% 114
2022
Q4
$673K Sell
18,442
-4,746
-20% -$173K 0.16% 202
2022
Q3
$986K Buy
23,188
+1,441
+7% +$61.3K 0.22% 136
2022
Q2
$768K Buy
21,747
+5,866
+37% +$207K 0.21% 142
2022
Q1
$414K Sell
15,881
-1,600
-9% -$41.7K 0.11% 350
2021
Q4
$412K Buy
+17,481
New +$412K 0.14% 251
2019
Q4
Sell
-27,899
Closed -$659K 725
2019
Q3
$659K Buy
27,899
+15,699
+129% +$371K 0.25% 102
2019
Q2
$357K Buy
+12,200
New +$357K 0.16% 245
2017
Q4
Sell
-12,433
Closed -$329K 447
2017
Q3
$329K Buy
+12,433
New +$329K 0.27% 142
2015
Q2
Sell
-31,985
Closed -$1.03M 189
2015
Q1
$1.03M Buy
+31,985
New +$1.03M 0.65% 53
2013
Q4
Sell
-305,598
Closed -$8.15M 263
2013
Q3
$8.15M Buy
+305,598
New +$8.15M 1.59% 1