Farmers & Merchants Investments Inc’s H&R Block HRB Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.26K	Buy	114 +8	+8%	+$439	﹤0.01%	852
2025 Q1	$5.82K	Buy	106 +49	+86%	+$2.69K	﹤0.01%	846
2024 Q4	$3.01K	Hold	57	–	–	﹤0.01%	961
2024 Q3	$3.62K	Sell	57 -4	-7%	-$254	﹤0.01%	903
2024 Q2	$3.31K	Hold	61	–	–	﹤0.01%	909
2024 Q1	$3K	Sell	61 -5	-8%	-$246	﹤0.01%	920
2023 Q4	$3.19K	Hold	66	–	–	﹤0.01%	874
2023 Q3	$2.84K	Hold	66	–	–	﹤0.01%	886
2023 Q2	$2.1K	Hold	66	–	–	﹤0.01%	1047
2023 Q1	$2.33K	Hold	66	–	–	﹤0.01%	963
2022 Q4	$2.41K	Hold	66	–	–	﹤0.01%	987
2022 Q3	$3K	Buy	+66	New	+$3K	﹤0.01%	858
2020 Q4	–	Sell	-135	Closed	-$2K	–	850
2020 Q3	$2K	Hold	135	–	–	﹤0.01%	805
2020 Q2	$2K	Buy	135 +3	+2%	+$44	﹤0.01%	815
2020 Q1	$2K	Buy	132 +10	+8%	+$152	﹤0.01%	787
2019 Q4	$3K	Hold	122	–	–	﹤0.01%	806
2019 Q3	$3K	Hold	122	–	–	﹤0.01%	796
2019 Q2	$4K	Buy	122 +8	+7%	+$262	﹤0.01%	770
2019 Q1	$3K	Buy	114 +51	+81%	+$1.34K	﹤0.01%	795
2018 Q4	$2K	Hold	63	–	–	﹤0.01%	783
2018 Q3	$2K	Hold	63	–	–	﹤0.01%	814
2018 Q2	$1K	Hold	63	–	–	﹤0.01%	839
2018 Q1	$2K	Hold	63	–	–	﹤0.01%	807
2017 Q4	$2K	Hold	63	–	–	﹤0.01%	818
2017 Q3	$2K	Buy	63 +19	+43%	+$603	﹤0.01%	796
2017 Q2	$1K	Hold	44	–	–	﹤0.01%	802
2017 Q1	$1K	Hold	44	–	–	﹤0.01%	709
2016 Q4	$1K	Hold	44	–	–	﹤0.01%	769
2016 Q3	$1K	Hold	44	–	–	﹤0.01%	718
2016 Q2	$1K	Hold	44	–	–	﹤0.01%	684
2016 Q1	$1K	Hold	44	–	–	﹤0.01%	705
2015 Q4	$1K	Hold	44	–	–	﹤0.01%	691
2015 Q3	$2K	Hold	44	–	–	﹤0.01%	668
2015 Q2	$1K	Sell	44 -200	-82%	-$4.55K	﹤0.01%	727
2015 Q1	$8K	Buy	244 +44	+22%	+$1.44K	﹤0.01%	553
2014 Q4	$7K	Sell	200 -141	-41%	-$4.94K	﹤0.01%	555
2014 Q3	$11K	Hold	341	–	–	﹤0.01%	486
2014 Q2	$11K	Hold	341	–	–	﹤0.01%	489
2014 Q1	$10K	Hold	341	–	–	﹤0.01%	491
2013 Q4	$10K	Hold	341	–	–	﹤0.01%	500
2013 Q3	$9K	Hold	341	–	–	﹤0.01%	482
2013 Q2	$9K	Buy	+341	New	+$9K	﹤0.01%	482