Echo Street Capital Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,472
| Closed | -$545K | – | 518 |
|
|
2023
Q1 | $545K | Sell |
15,472
-3,495
| -18% | -$123K | ﹤0.01% | 244 |
|
|
2022
Q4 | $692K | Buy |
+18,967
| New | +$692K | 0.01% | 219 |
|
|
2022
Q1 | – | Sell |
-35,108
| Closed | -$827K | – | 673 |
|
|
2021
Q4 | $827K | Buy |
+35,108
| New | +$827K | 0.01% | 290 |
|
|
2021
Q3 | – | Sell |
-15,943
| Closed | -$374K | – | 680 |
|
|
2021
Q2 | $374K | Buy |
+15,943
| New | +$374K | ﹤0.01% | 445 |
|
|
2020
Q3 | – | Sell |
-106,938
| Closed | -$1.53M | – | 235 |
|
|
2020
Q2 | $1.53M | Buy |
+106,938
| New | +$1.53M | 0.02% | 214 |
|
|
2015
Q3 | – | Sell |
-218,725
| Closed | -$6.49M | – | 204 |
|
|
2015
Q2 | $6.49M | Buy |
+218,725
| New | +$6.49M | 0.29% | 109 |
|