Envestnet Asset 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 | $33.8M | Sell |
615,826
-87,846
| -12% | -$4.82M | 0.01% | 941 |
|
|
2025
Q1 | $38.6M | Buy |
703,672
+105,973
| +18% | +$5.82M | 0.01% | 825 |
|
|
2024
Q4 | $31.6M | Buy |
597,699
+9,717
| +2% | +$513K | 0.01% | 930 |
|
|
2024
Q3 | $37.4M | Buy |
587,982
+496,296
| +541% | +$31.5M | 0.01% | 850 |
|
|
2024
Q2 | $4.97M | Buy |
91,686
+5,619
| +7% | +$305K | ﹤0.01% | 2026 |
|
|
2024
Q1 | $4.23M | Buy |
86,067
+28,538
| +50% | +$1.4M | ﹤0.01% | 2098 |
|
|
2023
Q4 | $2.78M | Buy |
57,529
+21,568
| +60% | +$1.04M | ﹤0.01% | 2260 |
|
|
2023
Q3 | $1.55M | Sell |
35,961
-46,933
| -57% | -$2.02M | ﹤0.01% | 2517 |
|
|
2023
Q2 | $2.64M | Sell |
82,894
-331,058
| -80% | -$10.6M | ﹤0.01% | 2105 |
|
|
2023
Q1 | $6.42M | Buy |
413,952
+226,892
| +121% | +$3.52M | ﹤0.01% | 1515 |
|
|
2022
Q4 | $6.83M | Sell |
187,060
-21,195
| -10% | -$774K | ﹤0.01% | 1426 |
|
|
2022
Q3 | $8.86M | Sell |
208,255
-52,125
| -20% | -$2.22M | 0.01% | 1188 |
|
|
2022
Q2 | $9.2M | Buy |
260,380
+137,783
| +112% | +$4.87M | 0.01% | 1184 |
|
|
2022
Q1 | $3.19M | Buy |
122,597
+999
| +0.8% | +$26K | ﹤0.01% | 1905 |
|
|
2021
Q4 | $2.87M | Sell |
121,598
-32,802
| -21% | -$773K | ﹤0.01% | 1933 |
|
|
2021
Q3 | $3.86M | Buy |
154,400
+43,703
| +39% | +$1.09M | ﹤0.01% | 1691 |
|
|
2021
Q2 | $2.6M | Buy |
110,697
+7,960
| +8% | +$187K | ﹤0.01% | 1894 |
|
|
2021
Q1 | $2.24M | Buy |
102,737
+2,730
| +3% | +$59.5K | ﹤0.01% | 1867 |
|
|
2020
Q4 | $1.59M | Sell |
100,007
-535,155
| -84% | -$8.49M | ﹤0.01% | 1905 |
|
|
2020
Q3 | $10.3M | Buy |
635,162
+62,979
| +11% | +$1.03M | 0.01% | 801 |
|
|
2020
Q2 | $8.17M | Buy |
572,183
+412,550
| +258% | +$5.89M | 0.01% | 863 |
|
|
2020
Q1 | $2.25M | Buy |
159,633
+10,152
| +7% | +$143K | ﹤0.01% | 1358 |
|
|
2019
Q4 | $3.51M | Buy |
149,481
+7,660
| +5% | +$180K | ﹤0.01% | 1314 |
|
|
2019
Q3 | $3.35M | Sell |
141,821
-3,944
| -3% | -$93.2K | ﹤0.01% | 1263 |
|
|
2019
Q2 | $4.27M | Sell |
145,765
-14,374
| -9% | -$421K | 0.01% | 1137 |
|
|
2019
Q1 | $3.83M | Buy |
160,139
+9,738
| +6% | +$233K | 0.01% | 1147 |
|
|
2018
Q4 | $3.82M | Buy |
+150,401
| New | +$3.82M | 0.01% | 1019 |
|
|
2018
Q3 | – | Sell |
-1,925
| Closed | -$44K | – | 1855 |
|
|
2018
Q2 | $44K | Buy |
1,925
+390
| +25% | +$8.91K | ﹤0.01% | 2243 |
|
|
2018
Q1 | $40K | Sell |
1,535
-5,695
| -79% | -$148K | ﹤0.01% | 2206 |
|
|
2017
Q4 | $190K | Sell |
7,230
-4,004
| -36% | -$105K | ﹤0.01% | 1870 |
|
|
2017
Q3 | $299K | Sell |
11,234
-2,443
| -18% | -$65K | ﹤0.01% | 1677 |
|
|
2017
Q2 | $423K | Sell |
13,677
-384
| -3% | -$11.9K | ﹤0.01% | 1570 |
|
|
2017
Q1 | $327K | Sell |
14,061
-5,919
| -30% | -$138K | ﹤0.01% | 1725 |
|
|
2016
Q4 | $459K | Sell |
19,980
-7,623
| -28% | -$175K | ﹤0.01% | 1543 |
|
|
2016
Q3 | $639K | Buy |
27,603
+90
| +0.3% | +$2.08K | ﹤0.01% | 1439 |
|
|
2016
Q2 | $633K | Buy |
27,513
+682
| +3% | +$15.7K | ﹤0.01% | 1540 |
|
|
2016
Q1 | $709K | Buy |
26,831
+16,712
| +165% | +$442K | ﹤0.01% | 1480 |
|
|
2015
Q4 | $337K | Buy |
10,119
+1,082
| +12% | +$36K | ﹤0.01% | 1781 |
|
|
2015
Q3 | $327K | Sell |
9,037
-4,628
| -34% | -$167K | ﹤0.01% | 1791 |
|
|
2015
Q2 | $405K | Buy |
13,665
+437
| +3% | +$13K | ﹤0.01% | 1821 |
|
|
2015
Q1 | $424K | Buy |
13,228
+3,141
| +31% | +$101K | ﹤0.01% | 1625 |
|
|
2014
Q4 | $340K | Buy |
10,087
+1,682
| +20% | +$56.7K | ﹤0.01% | 829 |
|
|
2014
Q3 | $261K | Buy |
8,405
+5,283
| +169% | +$164K | ﹤0.01% | 998 |
|
|
2014
Q2 | $105K | Buy |
3,122
+497
| +19% | +$16.7K | ﹤0.01% | 1195 |
|
|
2014
Q1 | $79K | Buy |
2,625
+728
| +38% | +$21.9K | ﹤0.01% | 1215 |
|
|
2013
Q4 | $55K | Buy |
1,897
+1,253
| +195% | +$36.3K | ﹤0.01% | 1189 |
|
|
2013
Q3 | $17K | Buy |
644
+13
| +2% | +$343 | ﹤0.01% | 1526 |
|
|
2013
Q2 | $18K | Buy |
+631
| New | +$18K | ﹤0.01% | 1467 |
|