EGM
Engineers Gate Manager’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Buy |
111,331
+40,721
| +58% | +$2.24M | 0.08% | 345 |
|
|
2025
Q1 | $3.88M | Buy |
+70,610
| New | +$3.88M | 0.07% | 424 |
|
|
2024
Q4 | – | Sell |
-186,902
| Closed | -$11.9M | – | 2380 |
|
|
2024
Q3 | $11.9M | Buy |
186,902
+135,597
| +264% | +$8.62M | 0.23% | 92 |
|
|
2024
Q2 | $2.78M | Buy |
51,305
+21,914
| +75% | +$1.19M | 0.06% | 425 |
|
|
2024
Q1 | $1.44M | Buy |
+29,391
| New | +$1.44M | 0.04% | 628 |
|
|
2023
Q4 | – | Sell |
-9,990
| Closed | -$430K | – | 2074 |
|
|
2023
Q3 | $430K | Sell |
9,990
-25,666
| -72% | -$1.11M | 0.02% | 1134 |
|
|
2023
Q2 | $1.14M | Sell |
35,656
-377
| -1% | -$12K | 0.04% | 635 |
|
|
2023
Q1 | $1.27M | Buy |
36,033
+9,867
| +38% | +$348K | 0.05% | 495 |
|
|
2022
Q4 | $955K | Sell |
26,166
-11,651
| -31% | -$425K | 0.06% | 505 |
|
|
2022
Q3 | $1.61M | Sell |
37,817
-83,895
| -69% | -$3.57M | 0.1% | 247 |
|
|
2022
Q2 | $4.3M | Buy |
121,712
+81,445
| +202% | +$2.88M | 0.16% | 142 |
|
|
2022
Q1 | $1.05M | Sell |
40,267
-13,881
| -26% | -$362K | 0.04% | 633 |
|
|
2021
Q4 | $1.28M | Buy |
54,148
+37,451
| +224% | +$883K | 0.06% | 479 |
|
|
2021
Q3 | $417K | Sell |
16,697
-12,613
| -43% | -$315K | 0.02% | 990 |
|
|
2021
Q2 | $688K | Sell |
29,310
-2,180
| -7% | -$51.2K | 0.04% | 648 |
|
|
2021
Q1 | $686K | Buy |
+31,490
| New | +$686K | 0.03% | 803 |
|
|
2020
Q4 | – | Sell |
-102,709
| Closed | -$1.67M | – | 1809 |
|
|
2020
Q3 | $1.67M | Sell |
102,709
-38,975
| -28% | -$635K | 0.08% | 368 |
|
|
2020
Q2 | $2.02M | Buy |
141,684
+102,394
| +261% | +$1.46M | 0.1% | 270 |
|
|
2020
Q1 | $553K | Buy |
39,290
+20,614
| +110% | +$290K | 0.04% | 708 |
|
|
2019
Q4 | $439K | Sell |
18,676
-67,845
| -78% | -$1.59M | 0.02% | 1057 |
|
|
2019
Q3 | $2.04M | Buy |
+86,521
| New | +$2.04M | 0.1% | 298 |
|
|
2017
Q4 | – | Sell |
-76,576
| Closed | -$2.03M | – | 780 |
|
|
2017
Q3 | $2.03M | Buy |
+76,576
| New | +$2.03M | 0.17% | 213 |
|
|
2016
Q2 | – | Sell |
-33,055
| Closed | -$873K | – | 751 |
|
|
2016
Q1 | $873K | Buy |
33,055
+16,555
| +100% | +$437K | 0.07% | 415 |
|
|
2015
Q4 | $550K | Sell |
16,500
-1,406
| -8% | -$46.9K | 0.04% | 487 |
|
|
2015
Q3 | $648K | Buy |
+17,906
| New | +$648K | 0.06% | 412 |
|
|
2015
Q2 | – | Sell |
-11,700
| Closed | -$375K | – | 1090 |
|
|
2015
Q1 | $375K | Buy |
+11,700
| New | +$375K | 0.05% | 636 |
|