ExxonMobil Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $813K | Sell |
32,004
-1,237
| -4% | -$31.4K | 0.02% | 492 |
|
|
2017
Q4 | $872K | Sell |
33,241
-4,936
| -13% | -$129K | 0.02% | 491 |
|
|
2017
Q3 | $1.01M | Sell |
38,177
-1,599
| -4% | -$42.3K | 0.03% | 486 |
|
|
2017
Q2 | $1.23M | Sell |
39,776
-6,217
| -14% | -$192K | 0.03% | 473 |
|
|
2017
Q1 | $1.07M | Sell |
45,993
-1,948
| -4% | -$45.3K | 0.02% | 490 |
|
|
2016
Q4 | $1.1M | Sell |
47,941
-8,001
| -14% | -$184K | 0.02% | 489 |
|
|
2016
Q3 | $1.3M | Sell |
55,942
-2,146
| -4% | -$49.7K | 0.03% | 479 |
|
|
2016
Q2 | $1.34M | Buy |
58,088
+640
| +1% | +$14.7K | 0.03% | 476 |
|
|
2016
Q1 | $1.52M | Buy |
57,448
+4,582
| +9% | +$121K | 0.03% | 460 |
|
|
2015
Q4 | $1.76M | Sell |
52,866
-10,558
| -17% | -$352K | 0.04% | 420 |
|
|
2015
Q3 | $2.3M | Buy |
63,424
+2,320
| +4% | +$84K | 0.06% | 360 |
|
|
2015
Q2 | $1.81M | Sell |
61,104
-5,089
| -8% | -$151K | 0.04% | 425 |
|
|
2015
Q1 | $2.12M | Buy |
66,193
+1,320
| +2% | +$42.3K | 0.05% | 405 |
|
|
2014
Q4 | $2.19M | Sell |
64,873
-2,535
| -4% | -$85.4K | 0.05% | 392 |
|
|
2014
Q3 | $2.09M | Sell |
67,408
-2,359
| -3% | -$73.1K | 0.05% | 402 |
|
|
2014
Q2 | $2.34M | Sell |
69,767
-2,048
| -3% | -$68.7K | 0.05% | 386 |
|
|
2014
Q1 | $2.17M | Buy |
71,815
+682
| +1% | +$20.6K | 0.05% | 405 |
|
|
2013
Q4 | $2.07M | Sell |
71,133
-1,677
| -2% | -$48.7K | 0.05% | 407 |
|
|
2013
Q3 | $1.94M | Sell |
72,810
-2,861
| -4% | -$76.3K | 0.05% | 405 |
|
|
2013
Q2 | $2.1M | Buy |
+75,671
| New | +$2.1M | 0.05% | 384 |
|