Davenport & Co’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
Q3 | – | Sell |
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|
2016
Q2 | $217K | Sell |
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|
2016
Q1 | $308K | Sell |
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|
2015
Q4 | $468K | Buy |
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|
2015
Q3 | $469K | Sell |
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|
2015
Q2 | $589K | Sell |
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|
2015
Q1 | $37.5M | Buy |
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|
2014
Q4 | $38M | Buy |
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|
2014
Q3 | $24.9M | Buy |
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|
2014
Q2 | $26.3M | Buy |
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|
2014
Q1 | $23.2M | Buy |
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|
2013
Q4 | $20.8M | Buy |
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|
2013
Q3 | $280K | Buy |
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