EMC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Sell |
2,917
-2,595
| -47% | -$142K | 0.09% | 115 |
|
|
2025
Q1 | $303K | Hold |
5,512
| – | – | 0.18% | 88 |
|
|
2024
Q4 | $291K | Sell |
5,512
-3,101
| -36% | -$164K | 0.16% | 100 |
|
|
2024
Q3 | $136K | Buy |
8,613
+3,101
| +56% | +$49K | 0.09% | 203 |
|
|
2024
Q2 | $299K | Hold |
5,512
| – | – | 0.17% | 92 |
|
|
2024
Q1 | $271K | Sell |
5,512
-3,139
| -36% | -$154K | 0.16% | 120 |
|
|
2023
Q4 | $418K | Hold |
8,651
| – | – | 0.28% | 44 |
|
|
2023
Q3 | $373K | Buy |
8,651
+1,337
| +18% | +$57.6K | 0.27% | 47 |
|
|
2023
Q2 | $221 | Sell |
7,314
-1,337
| -15% | -$40 | 0.17% | 116 |
|
|
2023
Q1 | $305K | Hold |
8,651
| – | – | 0.26% | 68 |
|
|
2022
Q4 | $316K | Buy |
8,651
+327
| +4% | +$11.9K | 0.28% | 57 |
|
|
2022
Q3 | $354K | Hold |
8,324
| – | – | 0.33% | 31 |
|
|
2022
Q2 | $294K | Buy |
8,324
+2,793
| +50% | +$98.6K | 0.25% | 47 |
|
|
2022
Q1 | $144K | Buy |
+5,531
| New | +$144K | 0.1% | 170 |
|