Empirical Finance’s H&R Block HRB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,833	Closed	-$485K	–	529
2025 Q1	$485K	Buy	8,833 +82	+0.9%	+$4.5K	0.03%	407
2024 Q4	$462K	Buy	+8,751	New	+$462K	0.03%	421
2020 Q1	–	Sell	-42,072	Closed	-$988K	–	219
2019 Q4	$988K	Buy	42,072 +770	+2%	+$18.1K	0.24%	101
2019 Q3	$976K	Sell	41,302 -58,629	-59%	-$1.39M	0.27%	80
2019 Q2	$2.93M	Buy	99,931 +861	+0.9%	+$25.2K	0.8%	14
2019 Q1	$2.37M	Sell	99,070 -11,427	-10%	-$274K	0.6%	26
2018 Q4	$2.8M	Sell	110,497 -57	-0.1%	-$1.45K	0.83%	14
2018 Q3	$2.85M	Buy	110,554 +19,912	+22%	+$513K	0.71%	16
2018 Q2	$2.07M	Sell	90,642 -8,428	-9%	-$192K	0.52%	34
2018 Q1	$2.37M	Buy	99,070 +16,599	+20%	+$397K	0.6%	26
2017 Q4	$2.16M	Sell	82,471 -1,366	-2%	-$35.8K	0.71%	34
2017 Q3	$2.22M	Sell	83,837 -1,423	-2%	-$37.7K	0.77%	31
2017 Q2	$2.64M	Sell	85,260 -1,152	-1%	-$35.6K	1.01%	11
2017 Q1	$2.01M	Buy	86,412 +40,890	+90%	+$951K	0.94%	19
2016 Q4	$1.05M	Buy	+45,522	New	+$1.05M	0.71%	36