Fidelity International’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 | $722K | Sell |
13,146
-563
| -4% | -$30.9K | ﹤0.01% | 768 |
|
2025
Q1 | $753K | Buy |
13,709
+41
| +0.3% | +$2.25K | ﹤0.01% | 744 |
|
2024
Q4 | $722K | Buy |
13,668
+5,584
| +69% | +$295K | ﹤0.01% | 752 |
|
2024
Q3 | $514K | Buy |
8,084
+6,921
| +595% | +$440K | ﹤0.01% | 770 |
|
2024
Q2 | $63.1K | Buy |
1,163
+373
| +47% | +$20.2K | ﹤0.01% | 855 |
|
2024
Q1 | $38.8K | Buy |
790
+81
| +11% | +$3.98K | ﹤0.01% | 810 |
|
2023
Q4 | $34.3K | Buy |
709
+169
| +31% | +$8.17K | ﹤0.01% | 781 |
|
2023
Q3 | $23.3K | Buy |
540
+19
| +4% | +$818 | ﹤0.01% | 753 |
|
2023
Q2 | $16.6K | Buy |
521
+211
| +68% | +$6.72K | ﹤0.01% | 760 |
|
2023
Q1 | $10.9K | Buy |
310
+275
| +786% | +$9.69K | ﹤0.01% | 784 |
|
2022
Q4 | $1.28K | Buy |
35
+19
| +119% | +$694 | ﹤0.01% | 811 |
|
2022
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 825 |
|
2020
Q1 | – | Sell |
-36
| Closed | -$1K | – | 884 |
|
2019
Q4 | $1K | Buy |
36
+4
| +13% | +$111 | ﹤0.01% | 881 |
|
2019
Q3 | $1K | Buy |
32
+13
| +68% | +$406 | ﹤0.01% | 818 |
|
2019
Q2 | $1K | Buy |
19
+9
| +90% | +$474 | ﹤0.01% | 828 |
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 887 |
|
2018
Q4 | $0 | Buy |
10
+1
| +11% | – | ﹤0.01% | 898 |
|
2018
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 952 |
|
2016
Q4 | – | Sell |
-1,543,913
| Closed | -$35.7M | – | 523 |
|
2016
Q3 | $35.7M | Sell |
1,543,913
-61,174
| -4% | -$1.42M | 0.11% | 174 |
|
2016
Q2 | $36.9M | Sell |
1,605,087
-102,461
| -6% | -$2.36M | 0.12% | 167 |
|
2016
Q1 | $45.1M | Sell |
1,707,548
-5,678
| -0.3% | -$150K | 0.14% | 153 |
|
2015
Q4 | $57.1M | Buy |
1,713,226
+7,579
| +0.4% | +$252K | 0.17% | 128 |
|
2015
Q3 | $61.7M | Buy |
1,705,647
+806,825
| +90% | +$29.2M | 0.21% | 111 |
|
2015
Q2 | $26.7M | Buy |
898,822
+5,200
| +0.6% | +$154K | 0.09% | 224 |
|
2015
Q1 | $28.7M | Sell |
893,622
-20,404
| -2% | -$654K | 0.09% | 205 |
|
2014
Q4 | $30.8M | Sell |
914,026
-892
| -0.1% | -$30K | 0.11% | 190 |
|
2014
Q3 | $28.4M | Buy |
914,918
+226,619
| +33% | +$7.03M | 0.11% | 189 |
|
2014
Q2 | $23.1M | Buy |
+688,299
| New | +$23.1M | 0.09% | 226 |
|