Charles Schwab’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 | $89.8M | Sell |
1,635,983
-52,768
| -3% | -$2.9M | 0.02% | 730 |
|
|
2025
Q1 | $92.7M | Sell |
1,688,751
-3,530,711
| -68% | -$194M | 0.02% | 683 |
|
|
2024
Q4 | $276M | Buy |
5,219,462
+282,633
| +6% | +$14.9M | 0.05% | 295 |
|
|
2024
Q3 | $314M | Buy |
4,936,829
+255,354
| +5% | +$16.2M | 0.06% | 265 |
|
|
2024
Q2 | $254M | Buy |
4,681,475
+26,073
| +0.6% | +$1.41M | 0.05% | 311 |
|
|
2024
Q1 | $229M | Buy |
4,655,402
+878,805
| +23% | +$43.2M | 0.05% | 313 |
|
|
2023
Q4 | $183M | Sell |
3,776,597
-67,790
| -2% | -$3.28M | 0.05% | 345 |
|
|
2023
Q3 | $166M | Buy |
3,844,387
+118,329
| +3% | +$5.1M | 0.05% | 337 |
|
|
2023
Q2 | $119M | Buy |
3,726,058
+101,673
| +3% | +$3.24M | 0.03% | 449 |
|
|
2023
Q1 | $128M | Sell |
3,624,385
-287,663
| -7% | -$10.1M | 0.04% | 408 |
|
|
2022
Q4 | $143M | Buy |
3,912,048
+302,482
| +8% | +$11M | 0.05% | 351 |
|
|
2022
Q3 | $154M | Buy |
3,609,566
+655,199
| +22% | +$27.9M | 0.06% | 318 |
|
|
2022
Q2 | $104M | Sell |
2,954,367
-15,078
| -0.5% | -$533K | 0.04% | 435 |
|
|
2022
Q1 | $77.3M | Buy |
2,969,445
+1,933,031
| +187% | +$50.3M | 0.02% | 625 |
|
|
2021
Q4 | $24.4M | Sell |
1,036,414
-7,455
| -0.7% | -$176K | 0.01% | 1419 |
|
|
2021
Q3 | $26.1M | Sell |
1,043,869
-25,990
| -2% | -$650K | 0.01% | 1352 |
|
|
2021
Q2 | $25.1M | Buy |
1,069,859
+29,938
| +3% | +$703K | 0.01% | 1403 |
|
|
2021
Q1 | $22.7M | Sell |
1,039,921
-28,999
| -3% | -$632K | 0.01% | 1421 |
|
|
2020
Q4 | $17M | Sell |
1,068,920
-28,215
| -3% | -$448K | 0.01% | 1519 |
|
|
2020
Q3 | $17.9M | Sell |
1,097,135
-259,347
| -19% | -$4.22M | 0.01% | 1287 |
|
|
2020
Q2 | $19.4M | Sell |
1,356,482
-9,017
| -0.7% | -$129K | 0.01% | 1203 |
|
|
2020
Q1 | $19.2M | Buy |
1,365,499
+31,167
| +2% | +$439K | 0.01% | 1041 |
|
|
2019
Q4 | $31.3M | Sell |
1,334,332
-4,963
| -0.4% | -$117K | 0.02% | 918 |
|
|
2019
Q3 | $31.6M | Buy |
1,339,295
+8,799
| +0.7% | +$208K | 0.02% | 866 |
|
|
2019
Q2 | $39M | Sell |
1,330,496
-8,026
| -0.6% | -$235K | 0.02% | 703 |
|
|
2019
Q1 | $32M | Buy |
1,338,522
+112,450
| +9% | +$2.69M | 0.02% | 819 |
|
|
2018
Q4 | $31.1M | Buy |
1,226,072
+20,140
| +2% | +$511K | 0.02% | 683 |
|
|
2018
Q3 | $31.1M | Buy |
1,205,932
+47,412
| +4% | +$1.22M | 0.02% | 832 |
|
|
2018
Q2 | $26.4M | Sell |
1,158,520
-184,404
| -14% | -$4.2M | 0.02% | 885 |
|
|
2018
Q1 | $34.1M | Buy |
1,342,924
+149,008
| +12% | +$3.79M | 0.03% | 666 |
|
|
2017
Q4 | $31.3M | Buy |
1,193,916
+12,593
| +1% | +$330K | 0.02% | 675 |
|
|
2017
Q3 | $31.3M | Buy |
1,181,323
+117,110
| +11% | +$3.1M | 0.03% | 620 |
|
|
2017
Q2 | $32.9M | Buy |
1,064,213
+85,120
| +9% | +$2.63M | 0.03% | 550 |
|
|
2017
Q1 | $22.8M | Buy |
979,093
+15,920
| +2% | +$370K | 0.02% | 744 |
|
|
2016
Q4 | $22.1M | Buy |
963,173
+45,881
| +5% | +$1.05M | 0.02% | 696 |
|
|
2016
Q3 | $21.2M | Buy |
917,292
+24,166
| +3% | +$559K | 0.03% | 649 |
|
|
2016
Q2 | $20.5M | Buy |
893,126
+20,573
| +2% | +$473K | 0.03% | 622 |
|
|
2016
Q1 | $23.1M | Sell |
872,553
-159,159
| -15% | -$4.21M | 0.03% | 551 |
|
|
2015
Q4 | $34.4M | Sell |
1,031,712
-58,301
| -5% | -$1.94M | 0.05% | 374 |
|
|
2015
Q3 | $39.5M | Buy |
1,090,013
+29,017
| +3% | +$1.05M | 0.06% | 317 |
|
|
2015
Q2 | $31.5M | Buy |
1,060,996
+16,148
| +2% | +$479K | 0.04% | 416 |
|
|
2015
Q1 | $33.5M | Sell |
1,044,848
-380,577
| -27% | -$12.2M | 0.05% | 386 |
|
|
2014
Q4 | $48M | Buy |
1,425,425
+71,977
| +5% | +$2.42M | 0.07% | 268 |
|
|
2014
Q3 | $42M | Buy |
1,353,448
+349,248
| +35% | +$10.8M | 0.07% | 265 |
|
|
2014
Q2 | $33.7M | Buy |
1,004,200
+197,474
| +24% | +$6.62M | 0.06% | 320 |
|
|
2014
Q1 | $24.4M | Sell |
806,726
-199,562
| -20% | -$6.03M | 0.04% | 397 |
|
|
2013
Q4 | $29.2M | Buy |
1,006,288
+41,185
| +4% | +$1.2M | 0.06% | 327 |
|
|
2013
Q3 | $26.9M | Buy |
965,103
+40,499
| +4% | +$1.13M | 0.05% | 331 |
|
|
2013
Q2 | $26M | Buy |
+924,604
| New | +$26M | 0.06% | 312 |
|