FRM
Fox Run Management’s H&R Block HRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
+21,748
| New | +$1.19M | 0.2% | 137 |
|
|
2024
Q2 | – | Sell |
-8,662
| Closed | -$425K | – | 900 |
|
|
2024
Q1 | $425K | Buy |
+8,662
| New | +$425K | 0.09% | 431 |
|
|
2023
Q3 | – | Sell |
-43,747
| Closed | -$1.39M | – | 821 |
|
|
2023
Q2 | $1.39M | Buy |
+43,747
| New | +$1.39M | 0.39% | 18 |
|
|
2022
Q1 | – | Sell |
-15,354
| Closed | -$362K | – | 596 |
|
|
2021
Q4 | $362K | Buy |
+15,354
| New | +$362K | 0.21% | 165 |
|
|
2021
Q1 | – | Sell |
-36,927
| Closed | -$586K | – | 260 |
|
|
2020
Q4 | $586K | Buy |
36,927
+24,648
| +201% | +$391K | 1.18% | 4 |
|
|
2020
Q3 | $200K | Buy |
+12,279
| New | +$200K | 0.5% | 128 |
|
|
2019
Q2 | – | Sell |
-15,023
| Closed | -$360K | – | 509 |
|
|
2019
Q1 | $360K | Buy |
+15,023
| New | +$360K | 0.2% | 206 |
|
|
2018
Q3 | – | Sell |
-56,443
| Closed | -$1.29M | – | 679 |
|
|
2018
Q2 | $1.29M | Buy |
56,443
+34,324
| +155% | +$782K | 0.41% | 10 |
|
|
2018
Q1 | $562K | Buy |
22,119
+9,822
| +80% | +$250K | 0.14% | 269 |
|
|
2017
Q4 | $322K | Buy |
+12,297
| New | +$322K | 0.09% | 438 |
|