Credit Suisse’s H&R Block HRB Stock Holding History

Credit Suisse’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$11.1M	Buy	225,861 +59	+0%	+$2.9K	0.01%	873
2023 Q4	$10.9M	Buy	225,802 +19,057	+9%	+$922K	0.01%	882
2023 Q3	$8.9M	Sell	206,745 -3,321	-2%	-$143K	0.01%	945
2023 Q2	$6.69M	Buy	210,066 +12,431	+6%	+$396K	0.01%	1137
2023 Q1	$6.97M	Buy	197,635 +8,327	+4%	+$294K	0.01%	1092
2022 Q4	$6.91M	Buy	189,308 +48,660	+35%	+$1.78M	0.01%	1096
2022 Q3	$5.98M	Sell	140,648 -1,611	-1%	-$68.5K	0.01%	1143
2022 Q2	$5.03M	Sell	142,259 -15,963	-10%	-$564K	0.01%	1265
2022 Q1	$4.12M	Buy	158,222 +5,947	+4%	+$155K	﹤0.01%	1588
2021 Q4	$3.59M	Sell	152,275 -30,601	-17%	-$721K	﹤0.01%	1738
2021 Q3	$4.57M	Sell	182,876 -4,600	-2%	-$115K	﹤0.01%	1586
2021 Q2	$4.38M	Sell	187,476 -74,127	-28%	-$1.73M	﹤0.01%	1626
2021 Q1	$5.7M	Sell	261,603 -4,149	-2%	-$90.4K	﹤0.01%	1466
2020 Q4	$4.22M	Sell	265,752 -106,065	-29%	-$1.68M	﹤0.01%	1631
2020 Q3	$6.06M	Sell	371,817 -1,414	-0.4%	-$23K	﹤0.01%	1202
2020 Q2	$5.33M	Buy	373,231 +119,537	+47%	+$1.71M	﹤0.01%	1271
2020 Q1	$3.57M	Sell	253,694 -103,696	-29%	-$1.46M	﹤0.01%	1342
2019 Q4	$8.39M	Sell	357,390 -68,194	-16%	-$1.6M	0.01%	1134
2019 Q3	$10.1M	Sell	425,584 -557	-0.1%	-$13.2K	0.01%	980
2019 Q2	$12.5M	Sell	426,141 -132,391	-24%	-$3.88M	0.01%	900
2019 Q1	$13.4M	Buy	558,532 +89,707	+19%	+$2.15M	0.01%	827
2018 Q4	$11.9M	Sell	468,825 -6,407	-1%	-$163K	0.01%	858
2018 Q3	$12.2M	Buy	475,232 +96,113	+25%	+$2.47M	0.01%	944
2018 Q2	$8.64M	Sell	379,119 -96,090	-20%	-$2.19M	0.01%	1098
2018 Q1	$12.1M	Sell	475,209 -115,422	-20%	-$2.93M	0.01%	954
2017 Q4	$15.5M	Buy	590,631 +280,316	+90%	+$7.35M	0.01%	813
2017 Q3	$8.22M	Sell	310,315 -46,545	-13%	-$1.23M	0.01%	1125
2017 Q2	$11M	Buy	356,860 +50,646	+17%	+$1.57M	0.01%	963
2017 Q1	$7.12M	Sell	306,214 -89,965	-23%	-$2.09M	0.01%	1200
2016 Q4	$9.11M	Buy	396,179 +17,567	+5%	+$404K	0.01%	1082
2016 Q3	$8.77M	Sell	378,612 -370,943	-49%	-$8.59M	0.01%	1124
2016 Q2	$17.2M	Buy	749,555 +302,185	+68%	+$6.95M	0.02%	754
2016 Q1	$11.8M	Buy	447,370 +111,831	+33%	+$2.95M	0.01%	927
2015 Q4	$11.2M	Sell	335,539 -2,408,426	-88%	-$80.2M	0.01%	1010
2015 Q3	$99.3M	Buy	2,743,965 +2,275,573	+486%	+$82.4M	0.12%	166
2015 Q2	$13.9M	Sell	468,392 -15,891	-3%	-$471K	0.01%	952
2015 Q1	$15.5M	Sell	484,283 -66,774	-12%	-$2.14M	0.02%	856
2014 Q4	$18.6M	Buy	551,057 +10,918	+2%	+$368K	0.02%	801
2014 Q3	$16.8M	Sell	540,139 -61,733	-10%	-$1.91M	0.01%	878
2014 Q2	$20.2M	Buy	601,872 +49,316	+9%	+$1.65M	0.02%	803
2014 Q1	$16.7M	Sell	552,556 -84,006	-13%	-$2.54M	0.02%	819
2013 Q4	$18.5M	Sell	636,562 -267,090	-30%	-$7.76M	0.02%	748
2013 Q3	$24.1M	Buy	903,652 +11,035	+1%	+$294K	0.02%	553
2013 Q2	$24.8M	Buy	+892,617	New	+$24.8M	0.03%	568