Ensign Peak Advisors’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 | $2.21M | Sell |
40,292
-6,250
| -13% | -$343K | ﹤0.01% | 864 |
|
2025
Q1 | $2.56M | Sell |
46,542
-5,757
| -11% | -$316K | ﹤0.01% | 812 |
|
2024
Q4 | $2.76M | Sell |
52,299
-29,938
| -36% | -$1.58M | ﹤0.01% | 816 |
|
2024
Q3 | $5.23M | Buy |
82,237
+10,470
| +15% | +$665K | 0.01% | 611 |
|
2024
Q2 | $3.89M | Buy |
71,767
+25,225
| +54% | +$1.37M | 0.01% | 697 |
|
2024
Q1 | $2.29M | Sell |
46,542
-21,083
| -31% | -$1.04M | ﹤0.01% | 869 |
|
2023
Q4 | $3.27M | Sell |
67,625
-112,629
| -62% | -$5.45M | 0.01% | 734 |
|
2023
Q3 | $7.76M | Sell |
180,254
-97,081
| -35% | -$4.18M | 0.02% | 456 |
|
2023
Q2 | $8.84M | Buy |
277,335
+128,870
| +87% | +$4.11M | 0.02% | 450 |
|
2023
Q1 | $5.23M | Sell |
148,465
-25,670
| -15% | -$905K | 0.01% | 553 |
|
2022
Q4 | $6.36M | Sell |
174,135
-2,590
| -1% | -$94.6K | 0.01% | 505 |
|
2022
Q3 | $7.52M | Buy |
176,725
+100,510
| +132% | +$4.28M | 0.02% | 428 |
|
2022
Q2 | $2.69M | Buy |
76,215
+8,910
| +13% | +$315K | 0.01% | 701 |
|
2022
Q1 | $1.75M | Sell |
67,305
-2,887
| -4% | -$75.2K | ﹤0.01% | 935 |
|
2021
Q4 | $1.65M | Sell |
70,192
-78,620
| -53% | -$1.85M | ﹤0.01% | 1034 |
|
2021
Q3 | $3.72M | Sell |
148,812
-910
| -0.6% | -$22.8K | 0.01% | 777 |
|
2021
Q2 | $3.52M | Buy |
149,722
+19,880
| +15% | +$467K | 0.01% | 805 |
|
2021
Q1 | $2.83M | Sell |
129,842
-44,107
| -25% | -$962K | 0.01% | 899 |
|
2020
Q4 | $2.76M | Buy |
173,949
+55,372
| +47% | +$878K | 0.01% | 869 |
|
2020
Q3 | $1.93M | Sell |
118,577
-156,462
| -57% | -$2.55M | ﹤0.01% | 992 |
|
2020
Q2 | $3.93M | Sell |
275,039
-11,545
| -4% | -$165K | 0.01% | 683 |
|
2020
Q1 | $4.03M | Buy |
286,584
+15,455
| +6% | +$218K | 0.01% | 571 |
|
2019
Q4 | $6.37M | Buy |
+271,129
| New | +$6.37M | 0.02% | 571 |
|