Claret 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Buy |
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|
2025
Q1 | – | Hold |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $295K | Sell |
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|
2021
Q2 | $306K | Sell |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q3 | $195K | Sell |
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|
2020
Q2 | $172K | Sell |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $369K | Sell |
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|
2019
Q3 | $399K | Sell |
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|
2019
Q2 | $573K | Sell |
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|
2019
Q1 | $482K | Buy |
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|
2018
Q4 | $506K | Sell |
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|
2018
Q3 | $570K | Buy |
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|
2018
Q2 | $484K | Buy |
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|
2018
Q1 | $520K | Sell |
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|
2017
Q4 | $539K | Buy |
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