Foster & Motley’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $693K | Sell |
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|
2019
Q3 | $821K | Sell |
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $897K | Sell |
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|
2018
Q4 | $953K | Sell |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $786K | Buy |
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|
2017
Q3 | $396K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $346K | Sell |
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|
2014
Q3 | $333K | Sell |
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|
2014
Q2 | $404K | Sell |
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|
2014
Q1 | $493K | Sell |
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|
2013
Q4 | $1.57M | Sell |
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|
2013
Q3 | $1.64M | Sell |
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|
2013
Q2 | $1.79M | Buy |
|